Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $3,924 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,345 | $65,378-75.0% | $87,103-81.2% | $65,186-74.9% |
| Participation rate | 70.0% | 75.3%-5.3pp | 76.9%-6.9pp | 70.2%-0.2pp |
| Annual return | 23.31% | 31.28%-8.0pp | 28.19%-4.9pp | 29.39%-6.1pp |
| Employer contribution / active EE | $1,024 | $1,823-43.8% | $2,521-59.4% | $2,177-53.0% |
| Participant deferral / active EE | $2,237 | $3,389-34.0% | $4,049-44.7% | $3,514-36.3% |
| Admin fee / account holder | $63 | $520-87.8% | $7,491-99.2% | $847-92.5% |