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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,241 | $37,134-59.0% | $100,671-84.9% | $52,331-70.9% |
| Participation rate | 63.9% | 57.7%+6.2pp | 70.7%-6.8pp | 68.1%-4.2pp |
| Annual return | -0.62% | 0.10%-0.7pp | 20.43%-21.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $834 | $1,187-29.8% | $4,012-79.2% | $1,882-55.7% |
| Participant deferral / active EE | $1,111 | $2,163-48.6% | $3,144-64.7% | $3,022-63.2% |
| Admin fee / account holder | $50 | $467-89.3% | $4,850-99.0% | $592-91.6% |