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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 12 · EIN 04-1590850 | Float revenue; Participant communicat... | $5,113 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,190 | $37,196-80.7% | $154,114-95.3% | $55,725-87.1% |
| Participation rate | 45.0% | 64.1%-19.1pp | 83.0%-38.0pp | 70.9%-25.9pp |
| Annual return | -1.91% | 1319.68%-1321.6pp | 735.16%-737.1pp | 244.93%-246.8pp |
| Employer contribution / active EE | $160 | $1,614-90.1% | $5,298-97.0% | $2,078-92.3% |
| Participant deferral / active EE | $811 | $2,068-60.8% | $5,081-84.0% | $3,356-75.8% |
| Admin fee / account holder | $24 | $102-76.0% | $13,411-99.8% | $115-78.8% |