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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1100 SW 6TH AVENUE · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $42,034 |
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 | $58,520 | $50,385+16.1% | $75,501-22.5% | $62,293-6.1% |
| Participation rate | 98.4% | 67.7%+30.7pp | 72.4%+26.0pp | 69.5%+28.8pp |
| Annual return | 16.41% | 19.90%-3.5pp | 27.35%-10.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $5,168 | $1,537+236.2% | $2,352+119.8% | $2,042+153.1% |
| Participant deferral / active EE | $3,563 | $2,445+45.7% | $3,142+13.4% | $3,169+12.4% |
| Admin fee / account holder | $251 | $384-34.5% | $5,801-95.7% | $479-47.5% |