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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $3,155 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,099 | $42,396-55.0% | $67,313-71.6% | $56,287-66.1% |
| Participation rate | 77.1% | 61.0%+16.1pp | 69.1%+8.0pp | 69.9%+7.2pp |
| Annual return | -8.00% | -36.63%+28.6pp | -4.08%-3.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,485 | $1,414+5.0% | $2,566-42.1% | $2,111-29.7% |
| Participant deferral / active EE | $2,618 | $2,360+11.0% | $3,568-26.6% | $3,350-21.8% |
| Admin fee / account holder | $14 | $510-97.2% | $4,507-99.7% | $521-97.3% |