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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $19,132 |
Service code 55 · EIN 36-3704300 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,910 | $34,492+62.1% | $80,004-30.1% | $55,191+1.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 73.0%+27.0pp | 69.2%+30.8pp |
| Annual return | 5.04% | 3.50%+1.5pp | 7.63%-2.6pp | 10.78%-5.7pp |
| Employer contribution / active EE | $2,350 | $1,043+125.3% | $2,473-5.0% | $1,899+23.7% |
| Participant deferral / active EE | $3,729 | $2,104+77.3% | $3,204+16.4% | $3,046+22.4% |
| Admin fee / account holder | $0 | $69-100.0% | $5,033-100.0% | $91-100.0% |