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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 | $10,413 | $46,732-77.7% | $156,549-93.3% | $55,167-81.1% |
| Participation rate | 8.1% | 65.8%-57.7pp | 84.0%-75.9pp | 69.0%-60.9pp |
| Annual return | 4.86% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $259 | $2,204-88.2% | $4,871-94.7% | $3,054-91.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |