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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $516 |
Service code 49 · EIN 36-3429599 | Other Services | $20 |
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 | $60,018 | $67,411-11.0% | $91,004-34.0% | $70,126-14.4% |
| Participation rate | 78.0% | 71.4%+6.6pp | 75.6%+2.4pp | 69.5%+8.4pp |
| Annual return | 17.19% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,629 | $2,823+28.6% | $3,548+2.3% | $3,332+8.9% |
| Admin fee / account holder | $9 | $4,236-99.8% | $5,417-99.8% | $4,645-99.8% |