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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,673 | $51,466-32.6% | $78,778-56.0% | $62,292-44.3% |
| Participation rate | 42.2% | 59.8%-17.6pp | 69.2%-27.0pp | 69.5%-27.4pp |
| Annual return | 13.12% | 19.96%-6.8pp | 35.62%-22.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $383 | $827-53.7% | $1,986-80.7% | $2,042-81.2% |
| Participant deferral / active EE | $2,572 | $2,147+19.8% | $2,958-13.0% | $3,169-18.8% |
| Admin fee / account holder | $15 | $489-96.9% | $5,134-99.7% | $479-96.9% |