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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $13,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $51,523 | $42,548+21.1% | $74,552-30.9% | $56,287-8.5% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.1%-22.3pp | 69.9%-23.0pp |
| Annual return | -3.40% | 12.40%-15.8pp | 32.53%-35.9pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,002 | $855+17.2% | $1,961-48.9% | $2,111-52.5% |
| Participant deferral / active EE | $1,071 | $2,277-53.0% | $3,108-65.5% | $3,350-68.0% |
| Admin fee / account holder | $138 | $467-70.5% | $5,060-97.3% | $521-73.5% |