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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,671 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,718 | $57,065-86.5% | $75,670-89.8% | $70,131-89.0% |
| Participation rate | 87.1% | 68.1%+19.0pp | 72.3%+14.7pp | 69.5%+17.6pp |
| Annual return | 16.65% | 23.57%-6.9pp | 27.34%-10.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $358 | $1,817-80.3% | $2,352-84.8% | $2,342-84.7% |
| Participant deferral / active EE | $1,494 | $2,580-42.1% | $3,142-52.5% | $3,332-55.2% |
| Admin fee / account holder | $48 | $3,825-98.7% | $5,800-99.2% | $4,645-99.0% |