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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $877 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,908 | $89,652-8.6% | $141,162-42.0% | $65,185+25.7% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.5%-4.0pp | 70.2%+8.3pp |
| Annual return | 10.33% | 32.79%-22.5pp | 71.39%-61.1pp | 29.38%-19.1pp |
| Employer contribution / active EE | $1,816 | $3,065-40.7% | $4,735-61.6% | $2,177-16.6% |
| Participant deferral / active EE | $5,420 | $5,691-4.8% | $6,709-19.2% | $3,514+54.2% |
| Admin fee / account holder | $8 | $569-98.7% | $10,261-99.9% | $847-99.1% |