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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $48,156 | $63,156-23.8% | $122,354-60.6% | $62,293-22.7% |
| Participation rate | 33.3% | 60.0%-26.7pp | 71.6%-38.3pp | 69.5%-36.2pp |
| Annual return | 20.18% | 20.61%-0.4pp | 30.28%-10.1pp | 28.90%-8.7pp |
| Employer contribution / active EE | $312 | $1,385-77.5% | $4,051-92.3% | $2,042-84.7% |
| Participant deferral / active EE | $1,202 | $2,321-48.2% | $3,287-63.4% | $3,169-62.1% |
| Admin fee / account holder | $95 | $440-78.4% | $5,479-98.3% | $479-80.2% |