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: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,431 | $31,388-57.2% | $73,550-81.7% | $62,293-78.4% |
| Participation rate | 57.1% | 39.9%+17.3pp | 54.9%+2.2pp | 69.5%-12.4pp |
| Annual return | 12.76% | 25.34%-12.6pp | -15.16%+27.9pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $791 | $1,028-23.1% | $1,804-56.2% | $3,169-75.0% |
| Admin fee / account holder | $17 | $299-94.4% | $2,320-99.3% | $479-96.5% |