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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,615 | $63,114-11.9% | $92,903-40.1% | $65,185-14.7% |
| Participation rate | 97.6% | 68.8%+28.9pp | 76.0%+21.6pp | 70.2%+27.4pp |
| Annual return | 3.28% | 28.75%-25.5pp | 109.43%-106.2pp | 29.38%-26.1pp |
| Employer contribution / active EE | $6,745 | $2,571+162.4% | $3,653+84.6% | $2,177+209.9% |
| Participant deferral / active EE | $1,528 | $3,108-50.9% | $4,238-64.0% | $3,514-56.5% |
| Admin fee / account holder | $22 | $624-96.5% | $5,795-99.6% | $847-97.4% |