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 |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,703 | $38,365-33.0% | $84,623-69.6% | $65,185-60.6% |
| Participation rate | 13.7% | 55.7%-41.9pp | 68.2%-54.5pp | 70.2%-56.5pp |
| Annual return | 25.68% | 32.00%-6.3pp | 258.77%-233.1pp | 29.38%-3.7pp |
| Employer contribution / active EE | $377 | $1,258-70.0% | $2,652-85.8% | $2,177-82.7% |
| Participant deferral / active EE | $845 | $2,278-62.9% | $3,899-78.3% | $3,514-76.0% |
| Admin fee / account holder | $9 | $451-98.0% | $4,913-99.8% | $847-99.0% |