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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $28,924 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $15,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,412 | $84,482-59.3% | $125,363-72.5% | $66,930-48.6% |
| Participation rate | 72.2% | 76.4%-4.2pp | 82.4%-10.2pp | 69.8%+2.4pp |
| Annual return | -19.35% | -8.49%-10.9pp | 572.15%-591.5pp | 1.57%-20.9pp |
| Employer contribution / active EE | $4,184 | $3,553+17.8% | $4,815-13.1% | $2,545+64.4% |
| Participant deferral / active EE | $7,481 | $6,782+10.3% | $7,447+0.5% | $4,238+76.5% |
| Admin fee / account holder | $70 | $685-89.7% | $10,005-99.3% | $593-88.1% |