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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $19,948 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $37,197-100.0% | $192,869-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 36.2%-36.2pp | 4.7%-4.7pp |
| Annual return | -3.53% | -0.69%-2.8pp | -0.77%-2.8pp | -0.69%-2.8pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $29,514-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $36-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $42,257-100.0% | $124-100.0% |