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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $4,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,299 | $64,909-85.7% | $82,312-88.7% | $62,293-85.1% |
| Participation rate | 66.7% | 74.9%-8.2pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 20.79% | 21.18%-0.4pp | 25.88%-5.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $777 | $1,676-53.6% | $2,428-68.0% | $2,042-62.0% |
| Participant deferral / active EE | $1,686 | $3,103-45.7% | $3,706-54.5% | $3,169-46.8% |
| Admin fee / account holder | $151 | $440-65.6% | $5,608-97.3% | $479-68.5% |