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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,178 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,875 | $83,477-53.4% | $125,175-68.9% | $72,985-46.7% |
| Participation rate | 78.6% | 73.3%+5.3pp | 79.8%-1.2pp | 69.5%+9.1pp |
| Annual return | 12.80% | 25.78%-13.0pp | 43.79%-31.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $37 | $2,345-98.4% | $3,865-99.0% | $2,440-98.5% |
| Participant deferral / active EE | $4,261 | $3,585+18.9% | $4,937-13.7% | $3,607+18.1% |
| Admin fee / account holder | $13 | $5,517-99.8% | $9,702-99.9% | $5,124-99.8% |