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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,511 | $75,183-74.0% | $123,894-84.3% | $55,167-64.6% |
| Participation rate | 44.3% | 72.8%-28.5pp | 81.4%-37.1pp | 69.0%-24.7pp |
| Annual return | 12.75% | 19.01%-6.3pp | 47.52%-34.8pp | 169.23%-156.5pp |
| Employer contribution / active EE | $702 | $2,823-75.2% | $4,617-84.8% | $1,963-64.3% |
| Participant deferral / active EE | $1,214 | $5,084-76.1% | $5,984-79.7% | $3,054-60.3% |
| Admin fee / account holder | $15 | $663-97.7% | $8,357-99.8% | $504-97.0% |