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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $7,635 |
Service code 60 | Sub-TA Fees | $0 |
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 | $65,573 | $36,916+77.6% | $156,551-58.1% | $57,658+13.7% |
| Participation rate | 70.4% | 63.4%+6.9pp | 84.0%-13.7pp | 70.2%+0.1pp |
| Annual return | 8.16% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,505 | $1,571-4.2% | $5,501-72.6% | $1,974-23.8% |
| Participant deferral / active EE | $3,584 | $1,926+86.1% | $4,871-26.4% | $3,061+17.1% |
| Admin fee / account holder | $29 | $82-64.3% | $13,028-99.8% | $95-68.8% |