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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,009 |
Service code 13 · EIN 33-0962367 | Contract Administrator | $6,770 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,494 | $72,492-41.4% | $87,104-51.2% | $72,975-41.8% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+21.0pp | 69.5%+28.3pp |
| Annual return | 3.57% | 24.46%-20.9pp | 28.19%-24.6pp | 81.01%-77.4pp |
| Employer contribution / active EE | $663 | $1,894-65.0% | $2,521-73.7% | $2,440-72.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $111 | $5,055-97.8% | $7,491-98.5% | $5,124-97.8% |