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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,855 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $9,350 | $33,067-71.7% | $76,518-87.8% | $56,289-83.4% |
| Participation rate | 23.0% | 55.4%-32.3pp | 68.0%-45.0pp | 69.9%-46.8pp |
| Annual return | -17.80% | 2.72%-20.5pp | -0.27%-17.5pp | -9.96%-7.8pp |
| Employer contribution / active EE | $579 | $1,200-51.8% | $2,647-78.1% | $2,111-72.6% |
| Participant deferral / active EE | $1,054 | $2,240-52.9% | $3,836-72.5% | $3,350-68.5% |
| Admin fee / account holder | $63 | $537-88.2% | $4,849-98.7% | $521-87.9% |