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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,449 | $45,152-79.1% | $73,835-87.2% | $59,633-84.2% |
| Participation rate | 66.0% | 64.0%+1.9pp | 73.4%-7.5pp | 68.7%-2.7pp |
| Annual return | 0.93% | 27.40%-26.5pp | 2268.13%-2267.2pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $560 | $1,901-70.5% | $2,788-79.9% | $2,203-74.6% |
| Participant deferral / active EE | $809 | $2,573-68.5% | $3,583-77.4% | $3,192-74.6% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |