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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $17,542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $13,850 | $46,173-70.0% | $170,436-91.9% | $69,631-80.1% |
| Participation rate | 47.8% | 63.9%-16.1pp | 83.6%-35.8pp | 70.7%-22.9pp |
| Annual return | 13.20% | 21.62%-8.4pp | 205.94%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $183 | $1,610-88.6% | $5,433-96.6% | $2,032-91.0% |
| Participant deferral / active EE | $943 | $2,080-54.7% | $4,939-80.9% | $3,224-70.8% |
| Admin fee / account holder | $54 | $116-53.0% | $13,880-99.6% | $110-50.7% |