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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,811 | $42,548-58.1% | $74,551-76.1% | $56,289-68.4% |
| Participation rate | 43.3% | 60.5%-17.1pp | 69.1%-25.8pp | 69.9%-26.5pp |
| Annual return | -8.94% | 12.40%-21.3pp | 32.53%-41.5pp | -9.96%+1.0pp |
| Employer contribution / active EE | $295 | $855-65.5% | $1,961-85.0% | $2,111-86.0% |
| Participant deferral / active EE | $1,967 | $2,277-13.6% | $3,108-36.7% | $3,350-41.3% |
| Admin fee / account holder | $75 | $467-84.0% | $5,059-98.5% | $521-85.6% |