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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,099 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $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 | $30,399 | $70,002-56.6% | $115,038-73.6% | $52,331-41.9% |
| Participation rate | 60.4% | 72.1%-11.7pp | 81.4%-21.0pp | 68.1%-7.7pp |
| Annual return | 0.60% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,289 | $2,715-52.5% | $4,608-72.0% | $1,882-31.5% |
| Participant deferral / active EE | $3,628 | $4,920-26.3% | $6,026-39.8% | $3,022+20.0% |
| Admin fee / account holder | $61 | $566-89.3% | $8,175-99.3% | $592-89.7% |