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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,556 |
Annual investment return 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 | $79,378 | $84,236-5.8% | $170,439-53.4% | $70,124+13.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.97% | 23.06%-11.1pp | 205.94%-194.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $11,976 | $3,387+253.6% | $5,433+120.4% | $2,342+411.2% |
| Participant deferral / active EE | $3,870 | $3,086+25.4% | $4,939-21.7% | $3,332+16.1% |
| Admin fee / account holder | $36 | $5,698-99.4% | $13,881-99.7% | $4,645-99.2% |