Filed June 4, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,992 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $8,346 |
ASCENSUS LLC1+ years Filed as: BADEN GAGE AND SCHROEDER Service code 50 · EIN 35-1939627 | Direct Payment | $1,100 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
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 | $75,571 | $70,667+6.9% | $123,105-38.6% | $52,331+44.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.75% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,215 | $2,946+9.1% | $5,151-37.6% | $1,882+70.9% |
| Participant deferral / active EE | $2,525 | $4,493-43.8% | $6,229-59.5% | $3,022-16.4% |
| Admin fee / account holder | $182 | $506-64.1% | $9,014-98.0% | $592-69.2% |