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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE GROUP INC Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $58,697 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $11,013 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,507 | $65,437-18.2% | $86,698-38.3% | $66,949-20.1% |
| Participation rate | 86.8% | 75.5%+11.3pp | 76.6%+10.2pp | 69.8%+17.0pp |
| Annual return | -14.08% | -10.91%-3.2pp | 35.96%-50.0pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,159 | $2,154-46.2% | $2,837-59.1% | $2,545-54.5% |
| Participant deferral / active EE | $4,895 | $4,102+19.3% | $4,656+5.1% | $4,239+15.5% |
| Admin fee / account holder | $275 | $642-57.1% | $7,492-96.3% | $594-53.7% |