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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $378 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $84,593 | $53,412+58.4% | $68,509+23.5% | $52,331+61.7% |
| Participation rate | 91.5% | 71.7%+19.9pp | 74.7%+16.8pp | 68.1%+23.4pp |
| Annual return | -0.09% | 3.42%-3.5pp | 8.27%-8.4pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,875 | $1,607+16.7% | $2,278-17.7% | $1,882-0.4% |
| Participant deferral / active EE | $2,867 | $2,688+6.6% | $3,382-15.3% | $3,022-5.1% |
| Admin fee / account holder | $48 | $461-89.7% | $5,275-99.1% | $592-91.9% |