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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,992 | $45,050-75.6% | $63,018-82.6% | $70,126-84.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.07% | 18.76%-2.7pp | 87.62%-71.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,388 | $2,052+16.4% | $2,761-13.5% | $2,343+2.0% |
| Participant deferral / active EE | $1,966 | $2,466-20.3% | $3,330-41.0% | $3,332-41.0% |
| Admin fee / account holder | $394 | $2,834-86.1% | $3,601-89.1% | $4,645-91.5% |