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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,871 | $58,726-55.9% | $142,898-81.9% | $85,851-69.9% |
| Participation rate | 61.1% | 58.5%+2.6pp | 72.0%-10.8pp | 69.3%-8.2pp |
| Annual return | 15.75% | 27.73%-12.0pp | 5639.64%-5623.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $811 | $1,424-43.1% | $4,146-80.4% | $2,565-68.4% |
| Participant deferral / active EE | $931 | $2,609-64.3% | $3,838-75.7% | $3,952-76.4% |
| Admin fee / account holder | $133 | $4,234-96.9% | $6,560-98.0% | $6,261-97.9% |