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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $834 |
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 | $67,753 | $59,191+14.5% | $76,767-11.7% | $56,289+20.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 77.0%+11.6pp | 69.9%+18.7pp |
| Annual return | -7.31% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,857 | $1,759+62.5% | $2,485+15.0% | $2,111+35.3% |
| Participant deferral / active EE | $5,153 | $3,255+58.3% | $3,852+33.8% | $3,350+53.8% |
| Admin fee / account holder | $4 | $489-99.1% | $6,675-99.9% | $521-99.2% |