Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,257 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $47,379 | $58,895-19.6% | $178,503-73.5% | $73,497-35.5% |
| Participation rate | 55.7% | 66.2%-10.5pp | 81.9%-26.2pp | 70.7%-14.9pp |
| Annual return | 13.61% | 24.86%-11.3pp | 151.12%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,796 | $2,567-30.0% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $2 | $400-99.5% | $13,987-100.0% | $513-99.6% |