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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,449 | $46,360-36.5% | $147,617-80.1% | $52,331-43.7% |
| Participation rate | 55.4% | 64.9%-9.6pp | 84.6%-29.3pp | 68.1%-12.7pp |
| Annual return | -1.35% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $759 | $2,126-64.3% | $5,565-86.4% | $1,882-59.6% |
| Participant deferral / active EE | $1,527 | $2,258-32.4% | $4,895-68.8% | $3,022-49.5% |
| Admin fee / account holder | $35 | $766-95.4% | $11,611-99.7% | $592-94.1% |