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 | $18,316 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $9,101 |
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 | $79,044 | $89,739-11.9% | $149,721-47.2% | $62,293+26.9% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.2pp | 69.5%+29.7pp |
| Annual return | 14.76% | 21.01%-6.2pp | 1501.67%-1486.9pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,828 | $3,233+18.4% | $5,444-29.7% | $2,042+87.4% |
| Participant deferral / active EE | $2,790 | $4,797-41.8% | $6,568-57.5% | $3,169-12.0% |
| Admin fee / account holder | $105 | $551-81.0% | $11,282-99.1% | $479-78.2% |