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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,310 | $50,637-73.7% | $86,581-84.6% | $62,293-78.6% |
| Participation rate | 60.0% | 67.9%-7.9pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 19.10% | 20.80%-1.7pp | 965.06%-946.0pp | 28.90%-9.8pp |
| Employer contribution / active EE | $543 | $2,075-73.8% | $2,840-80.9% | $2,042-73.4% |
| Participant deferral / active EE | $809 | $2,611-69.0% | $3,609-77.6% | $3,169-74.5% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |