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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $3,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,063 | $46,732-78.5% | $156,551-93.6% | $55,167-81.8% |
| Participation rate | 69.9% | 65.8%+4.1pp | 84.0%-14.1pp | 69.0%+0.9pp |
| Annual return | 5.72% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $86 | $2,105-95.9% | $5,501-98.4% | $1,963-95.6% |
| Participant deferral / active EE | $1,726 | $2,204-21.7% | $4,871-64.6% | $3,054-43.5% |
| Admin fee / account holder | $18 | $418-95.6% | $13,028-99.9% | $504-96.3% |