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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $31,620 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,984 | $102,255-94.1% | $118,746-95.0% | $77,958-92.3% |
| Participation rate | 82.1% | 84.8%-2.8pp | 78.3%+3.8pp | 71.6%+10.4pp |
| Annual return | 4188.44% | 65.05%+4123.4pp | 24.54%+4163.9pp | 20.87%+4167.6pp |
| Employer contribution / active EE | $1,797 | $4,931-63.6% | $4,193-57.1% | $2,310-22.2% |
| Participant deferral / active EE | $2,655 | $5,974-55.6% | $5,332-50.2% | $3,537-24.9% |
| Admin fee / account holder | $26 | $79-66.9% | $10,720-99.8% | $97-73.2% |