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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 12 · EIN 04-1590850 | Direct payment from the plan; Sales l... | $26,013 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,777 | $52,293-77.5% | $178,498-93.4% | $73,412-84.0% |
| Participation rate | 33.3% | 65.3%-32.0pp | 81.9%-48.6pp | 72.2%-38.8pp |
| Annual return | 11.02% | 34.75%-23.7pp | 151.09%-140.1pp | 59.30%-48.3pp |
| Employer contribution / active EE | $160 | $1,735-90.8% | $5,011-96.8% | $2,234-92.8% |
| Participant deferral / active EE | $1,028 | $2,332-55.9% | $5,202-80.2% | $3,806-73.0% |
| Admin fee / account holder | $129 | $127+1.6% | $13,985-99.1% | $158-18.0% |