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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,629 |
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 | $49,981 | $50,498-1.0% | $75,784-34.0% | $55,191-9.4% |
| Participation rate | 42.2% | 69.4%-27.2pp | 75.8%-33.6pp | 69.2%-26.9pp |
| Annual return | -1.02% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $841 | $2,589-67.5% | $3,652-77.0% | $3,046-72.4% |
| Admin fee / account holder | $22 | $123-81.8% | $5,300-99.6% | $91-75.3% |