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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $22,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,595 | $65,376-5.8% | $87,104-29.3% | $65,185-5.5% |
| Participation rate | 78.0% | 75.3%+2.7pp | 76.9%+1.2pp | 70.2%+7.8pp |
| Annual return | 16.88% | 31.27%-14.4pp | 28.19%-11.3pp | 29.38%-12.5pp |
| Employer contribution / active EE | $793 | $1,822-56.5% | $2,521-68.5% | $2,177-63.6% |
| Participant deferral / active EE | $3,017 | $3,388-11.0% | $4,048-25.5% | $3,514-14.1% |
| Admin fee / account holder | $137 | $520-73.6% | $7,491-98.2% | $847-83.8% |