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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,536 | $80,753-62.2% | $136,298-77.6% | $62,293-51.0% |
| Participation rate | 69.0% | 73.5%-4.5pp | 81.9%-12.9pp | 69.5%-0.5pp |
| Annual return | 16.93% | 35.83%-18.9pp | 5156.27%-5139.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $754 | $2,884-73.9% | $4,696-83.9% | $2,042-63.1% |
| Participant deferral / active EE | $2,500 | $5,164-51.6% | $6,247-60.0% | $3,169-21.1% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |