Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $860 |
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 | $23,688 | $66,302-64.3% | $110,243-78.5% | $56,289-57.9% |
| Participation rate | 98.4% | 74.9%+23.5pp | 79.8%+18.6pp | 69.9%+28.6pp |
| Annual return | 3.10% | -1.18%+4.3pp | 314.76%-311.7pp | -9.96%+13.1pp |
| Employer contribution / active EE | $1,487 | $2,047-27.4% | $3,827-61.1% | $2,111-29.6% |
| Participant deferral / active EE | $921 | $3,381-72.8% | $4,672-80.3% | $3,350-72.5% |
| Admin fee / account holder | $11 | $698-98.4% | $8,548-99.9% | $521-97.8% |