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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,757 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,470 | $62,928-72.2% | $172,753-89.9% | $67,582-74.2% |
| Participation rate | 95.9% | 64.5%+31.4pp | 82.6%+13.3pp | 71.3%+24.6pp |
| Annual return | 14.19% | 30.36%-16.2pp | 803.00%-788.8pp | 378.57%-364.4pp |
| Employer contribution / active EE | $692 | $1,636-57.7% | $5,144-86.5% | $2,148-67.8% |
| Participant deferral / active EE | $891 | $2,145-58.5% | $5,198-82.9% | $3,539-74.8% |
| Admin fee / account holder | $12 | $167-92.6% | $13,956-99.9% | $142-91.4% |