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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,986 | $59,191-29.1% | $76,767-45.3% | $56,289-25.4% |
| Participation rate | 42.7% | 75.2%-32.5pp | 77.0%-34.2pp | 69.9%-27.1pp |
| Annual return | -9.05% | 6.62%-15.7pp | 2.43%-11.5pp | -9.96%+0.9pp |
| Employer contribution / active EE | $1,341 | $1,759-23.7% | $2,485-46.0% | $2,111-36.5% |
| Participant deferral / active EE | $2,652 | $3,255-18.5% | $3,852-31.2% | $3,350-20.8% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.2% |