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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $240 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,259 | $55,449-76.1% | $83,831-84.2% | $56,289-76.4% |
| Participation rate | 96.7% | 68.0%+28.7pp | 76.1%+20.5pp | 69.9%+26.8pp |
| Annual return | -6.51% | -1.38%-5.1pp | 850.99%-857.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $667 | $2,430-72.6% | $3,631-81.6% | $2,111-68.4% |
| Participant deferral / active EE | $1,127 | $2,935-61.6% | $4,082-72.4% | $3,350-66.4% |
| Admin fee / account holder | $1 | $656-99.8% | $5,479-100.0% | $521-99.8% |