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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $79,260 |
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.
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 | $45,784 | $43,242+5.9% | $82,706-44.6% | $77,906-41.2% |
| Participation rate | 28.7% | 64.1%-35.4pp | 72.6%-43.8pp | 73.7%-45.0pp |
| Annual return | 5.67% | 2.40%+3.3pp | 701.76%-696.1pp | 12.16%-6.5pp |
| Employer contribution / active EE | $57 | $1,924-97.0% | $3,007-98.1% | $2,846-98.0% |
| Participant deferral / active EE | $1,452 | $3,069-52.7% | $4,394-67.0% | $4,805-69.8% |
| Admin fee / account holder | $207 | $102+101.6% | $5,329-96.1% | $133+55.8% |