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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $308 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,694 | $47,944-77.7% | $67,834-84.2% | $62,881-83.0% |
| Participation rate | 44.2% | 61.1%-16.9pp | 68.8%-24.6pp | 69.3%-25.1pp |
| Annual return | 32.93% | 11.77%+21.2pp | 138.47%-105.5pp | 20.14%+12.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,868 | $2,247+27.7% | $3,160-9.2% | $3,203-10.4% |
| Admin fee / account holder | $33 | $3,712-99.1% | $4,622-99.3% | $4,296-99.2% |