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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.
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 | $10,343 | $75,963-86.4% | $97,995-89.4% | $70,126-85.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 3.00% | 19.26%-16.3pp | 23.94%-20.9pp | 73.15%-70.2pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |