Filed February 6, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $45,651 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 | Contract Administrator | $2,052 |
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 | $42,679 | $68,408-37.6% | $57,196-25.4% | $57,658-26.0% |
| Participation rate | 93.0% | 79.1%+13.9pp | 75.3%+17.7pp | 70.2%+22.8pp |
| Annual return | 5.03% | 8.51%-3.5pp | 14.59%-9.6pp | 5.13%-0.1pp |
| Employer contribution / active EE | $1,221 | $2,869-57.4% | $2,683-54.5% | $1,974-38.1% |
| Participant deferral / active EE | $2,145 | $2,903-26.1% | $3,096-30.7% | $3,061-29.9% |
| Admin fee / account holder | $133 | $70+91.5% | $3,141-95.8% | $95+41.1% |