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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 MASS MUTUAL · SPRINGFIELD, MA 01111 | Recordkeeping | $920 |
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 | $41,726 | $61,214-31.8% | $83,323-49.9% | $56,287-25.9% |
| Participation rate | 81.0% | 72.6%+8.4pp | 77.8%+3.2pp | 69.9%+11.1pp |
| Annual return | -6.75% | 0.42%-7.2pp | 10.63%-17.4pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,086 | $1,925-43.6% | $3,379-67.9% | $2,111-48.6% |
| Participant deferral / active EE | $4,926 | $5,091-3.3% | $5,565-11.5% | $3,350+47.1% |
| Admin fee / account holder | $8 | $512-98.4% | $7,539-99.9% | $521-98.4% |