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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $12,215 |
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 | $22,419 | $37,117-39.6% | $147,618-84.8% | $55,191-59.4% |
| Participation rate | 67.0% | 63.6%+3.4pp | 84.6%-17.7pp | 69.2%-2.2pp |
| Annual return | 0.33% | 3.44%-3.1pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $895 | $1,620-44.8% | $5,565-83.9% | $1,899-52.9% |
| Participant deferral / active EE | $1,468 | $1,985-26.1% | $4,895-70.0% | $3,046-51.8% |
| Admin fee / account holder | $20 | $86-76.4% | $11,612-99.8% | $91-77.8% |