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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,453 | $56,640-78.0% | $78,002-84.0% | $55,167-77.4% |
| Participation rate | 62.1% | 73.3%-11.2pp | 75.5%-13.4pp | 69.0%-6.9pp |
| Annual return | 6.26% | 2868.48%-2862.2pp | 425.99%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $436 | $1,724-74.7% | $2,470-82.4% | $1,963-77.8% |
| Participant deferral / active EE | $1,422 | $2,778-48.8% | $3,497-59.3% | $3,054-53.4% |
| Admin fee / account holder | $12 | $467-97.5% | $5,481-99.8% | $504-97.7% |