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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $4,953 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,839 | $44,229-73.2% | $155,789-92.4% | $55,191-78.5% |
| Participation rate | 30.4% | 60.8%-30.4pp | 76.1%-45.7pp | 69.2%-38.7pp |
| Annual return | 3.32% | 0.37%+3.0pp | 71.54%-68.2pp | 10.78%-7.5pp |
| Employer contribution / active EE | $750 | $1,317-43.1% | $3,839-80.5% | $1,899-60.5% |
| Participant deferral / active EE | $1,199 | $2,851-57.9% | $4,798-75.0% | $3,046-60.6% |
| Admin fee / account holder | $21 | $86-76.1% | $7,477-99.7% | $91-77.3% |