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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 28 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $10,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,240 | $63,861-52.6% | $104,607-71.1% | $79,858-62.1% |
| Participation rate | 66.3% | 64.9%+1.4pp | 74.1%-7.8pp | 69.6%-3.4pp |
| Annual return | 12.72% | 21.30%-8.6pp | 340.46%-327.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $207 | $1,588-87.0% | $2,681-92.3% | $2,471-91.6% |
| Participant deferral / active EE | $1,734 | $2,693-35.6% | $3,740-53.6% | $3,740-53.6% |
| Admin fee / account holder | $133 | $4,185-96.8% | $6,473-97.9% | $5,306-97.5% |