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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,106 | $60,165-74.9% | $74,184-79.6% | $55,167-72.6% |
| Participation rate | 45.3% | 74.2%-28.9pp | 76.6%-31.4pp | 69.0%-23.7pp |
| Annual return | 5.91% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $876 | $1,600-45.2% | $2,370-63.0% | $1,963-55.4% |
| Participant deferral / active EE | $1,184 | $2,973-60.2% | $3,550-66.7% | $3,054-61.2% |
| Admin fee / account holder | $100 | $419-76.2% | $5,586-98.2% | $504-80.2% |