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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,702 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,710 | $46,877-36.6% | $122,354-75.7% | $70,126-57.6% |
| Participation rate | 98.9% | 58.2%+40.7pp | 71.6%+27.3pp | 69.5%+29.4pp |
| Annual return | 14.09% | 24.22%-10.1pp | 30.28%-16.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,146 | $1,288+66.6% | $4,051-47.0% | $2,343-8.4% |
| Participant deferral / active EE | $1,143 | $2,167-47.3% | $3,287-65.2% | $3,332-65.7% |
| Admin fee / account holder | $16 | $3,324-99.5% | $5,479-99.7% | $4,645-99.6% |