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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,288 | $46,360-80.0% | $147,614-93.7% | $52,331-82.3% |
| Participation rate | 8.1% | 64.9%-56.8pp | 84.6%-76.5pp | 68.1%-60.0pp |
| Annual return | -0.01% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $179 | $2,258-92.1% | $4,895-96.4% | $3,022-94.1% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |