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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTES LIFE INSURANCE Service code 15 · EIN 14-1590850 | Recordkeeping | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,463 | $66,302-31.4% | $110,243-58.8% | $56,287-19.2% |
| Participation rate | 59.7% | 74.9%-15.2pp | 79.8%-20.1pp | 69.9%-10.1pp |
| Annual return | -4.28% | -1.18%-3.1pp | 314.76%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $480 | $2,047-76.6% | $3,827-87.5% | $2,111-77.3% |
| Participant deferral / active EE | $3,793 | $3,381+12.2% | $4,672-18.8% | $3,350+13.2% |
| Admin fee / account holder | $2 | $698-99.7% | $8,548-100.0% | $521-99.6% |