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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $49,647 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,758 | $66,124+29.7% | $90,430-5.2% | $73,493+16.7% |
| Participation rate | 79.6% | 69.7%+10.0pp | 72.7%+6.9pp | 70.7%+8.9pp |
| Annual return | 16.51% | 17.65%-1.1pp | 1293.73%-1277.2pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,809 | $2,346+62.3% | $3,262+16.8% | $2,270+67.8% |
| Participant deferral / active EE | $4,978 | $3,039+63.8% | $3,963+25.6% | $3,740+33.1% |
| Admin fee / account holder | $265 | $396-33.1% | $5,613-95.3% | $513-48.4% |