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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,744 | $52,580-92.9% | $71,671-94.8% | $70,126-94.7% |
| Participation rate | 59.6% | 60.9%-1.2pp | 68.7%-9.1pp | 69.5%-9.9pp |
| Annual return | -1.30% | 20.25%-21.6pp | 20.65%-21.9pp | 73.15%-74.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,188 | $2,386-50.2% | $3,438-65.4% | $3,332-64.3% |
| Admin fee / account holder | $48 | $3,653-98.7% | $5,558-99.1% | $4,645-99.0% |