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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $446 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,735 | $55,453-51.8% | $170,442-84.3% | $62,292-57.1% |
| Participation rate | 43.7% | 66.4%-22.6pp | 83.6%-39.9pp | 69.5%-25.8pp |
| Annual return | 12.82% | 21.38%-8.6pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $627 | $2,303-72.8% | $4,939-87.3% | $3,169-80.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |