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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,720 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $11,899 | $56,095-78.8% | $178,499-93.3% | $90,274-86.8% |
| Participation rate | 20.1% | 65.6%-45.4pp | 81.9%-61.8pp | 73.4%-53.2pp |
| Annual return | 27.84% | 28.81%-1.0pp | 151.10%-123.3pp | 53.97%-26.1pp |
| Employer contribution / active EE | $107 | $1,572-93.2% | $5,011-97.9% | $2,523-95.8% |
| Participant deferral / active EE | $711 | $2,669-73.3% | $5,202-86.3% | $4,231-83.2% |
| Admin fee / account holder | $32 | $101-67.8% | $13,986-99.8% | $114-71.6% |