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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,724 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,215 | $51,244-64.5% | $80,977-77.5% | $55,167-67.0% |
| Participation rate | 83.2% | 71.7%+11.5pp | 75.8%+7.4pp | 69.0%+14.2pp |
| Annual return | 9.46% | 17.39%-7.9pp | 17.11%-7.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,815 | $1,770+2.5% | $3,715-51.1% | $1,963-7.5% |
| Participant deferral / active EE | $2,640 | $4,418-40.2% | $5,696-53.7% | $3,054-13.6% |
| Admin fee / account holder | $15 | $398-96.3% | $5,517-99.7% | $504-97.1% |