Filed October 18, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS., CO. Service code 64 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping Fees | $3,478 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,286 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,773 | $80,753+133.8% | $136,294+38.5% | $62,292+203.0% |
| Participation rate | 95.6% | 73.5%+22.0pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 19.64% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $6,264 | $2,884+117.2% | $4,695+33.4% | $2,042+206.7% |
| Participant deferral / active EE | $10,986 | $5,164+112.7% | $6,247+75.9% | $3,169+246.7% |
| Admin fee / account holder | $36 | $525-93.2% | $9,243-99.6% | $479-92.6% |