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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 | $71,028 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,662 | $59,584+60.5% | $86,615+10.4% | $79,391+20.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 15.19% | 23.15%-8.0pp | 63.51%-48.3pp | 116.88%-101.7pp |
| Employer contribution / active EE | $6,101 | $1,768+245.1% | $2,496+144.5% | $2,428+151.3% |
| Participant deferral / active EE | $4,321 | $3,036+42.3% | $3,699+16.8% | $4,046+6.8% |
| Admin fee / account holder | $438 | $604-27.4% | $5,830-92.5% | $627-30.0% |