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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $379 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,646 | $25,723+3.6% | $69,182-61.5% | $55,167-51.7% |
| Participation rate | 8.6% | 39.4%-30.8pp | 55.1%-46.5pp | 69.0%-60.4pp |
| Annual return | 6.07% | 9.56%-3.5pp | -21.93%+28.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $206 | $963-78.6% | $1,897-89.1% | $3,054-93.2% |
| Admin fee / account holder | $28 | $365-92.4% | $2,697-99.0% | $504-94.5% |