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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,406 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,225 | $56,540-9.4% | $185,849-72.4% | $86,821-41.0% |
| Participation rate | 52.5% | 65.5%-13.0pp | 81.7%-29.2pp | 72.3%-19.7pp |
| Annual return | 15.18% | 118.20%-103.0pp | 122.10%-106.9pp | 97.94%-82.8pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,659 | $2,555-35.1% | $5,569-70.2% | $4,132-59.8% |
| Admin fee / account holder | $2 | $150-98.8% | $16,244-100.0% | $170-98.9% |