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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,850 |
Service code 27 · EIN 38-2472555 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,832 | $45,043+177.1% | $63,005+98.1% | $70,124+78.0% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 18.77% | 18.76%0pp | 87.59%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $8,924 | $2,052+334.9% | $2,760+223.3% | $2,342+280.9% |
| Participant deferral / active EE | $5,944 | $2,466+141.1% | $3,329+78.5% | $3,332+78.4% |
| Admin fee / account holder | $283 | $2,833-90.0% | $3,599-92.1% | $4,645-93.9% |