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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $2,187 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,232 | $71,192-63.2% | $117,861-77.7% | $62,293-57.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.19% | 18.66%-4.5pp | 335.11%-320.9pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,448 | $1,934-25.1% | $3,786-61.8% | $2,042-29.1% |
| Participant deferral / active EE | $884 | $3,189-72.3% | $4,482-80.3% | $3,169-72.1% |
| Admin fee / account holder | $14 | $587-97.7% | $8,021-99.8% | $479-97.2% |