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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,084 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,907 | $57,108-51.1% | $94,229-70.4% | $52,331-46.7% |
| Participation rate | 91.9% | 72.9%+19.0pp | 78.8%+13.1pp | 68.1%+23.8pp |
| Annual return | -1.85% | 1.47%-3.3pp | 10.68%-12.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $800 | $1,735-53.9% | $3,587-77.7% | $1,882-57.5% |
| Participant deferral / active EE | $2,435 | $3,040-19.9% | $4,320-43.6% | $3,022-19.4% |
| Admin fee / account holder | $4 | $546-99.3% | $6,269-99.9% | $592-99.3% |