Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $504 |
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 | $36,534 | $31,388+16.4% | $73,550-50.3% | $62,293-41.4% |
| Participation rate | 8.0% | 39.9%-31.8pp | 54.9%-46.9pp | 69.5%-61.5pp |
| Annual return | 16.91% | 25.34%-8.4pp | -15.16%+32.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $176 | $1,028-82.8% | $1,804-90.2% | $3,169-94.4% |
| Admin fee / account holder | $45 | $299-84.9% | $2,320-98.1% | $479-90.6% |