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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $10,583 |
THE VANGUARD GROUP, INC.2 years 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 | $46,244-100.0% | $177,834-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 39.5%-39.5pp | 2.8%-2.8pp |
| Annual return | 17.45% | 16.32%+1.1pp | 11.67%+5.8pp | 16.32%+1.1pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $28,376-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $46-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $15,617-100.0% | $127-100.0% |