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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,709 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC CAPITAL MARKETS CORPORATION Service code 53 · EIN 41-1416330 | Insurance Commissions | $0 |
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,259 | $51,244-11.7% | $80,977-44.1% | $55,167-18.0% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.6pp | 69.0%+28.5pp |
| Annual return | 5.02% | 17.39%-12.4pp | 17.11%-12.1pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,443 | $1,770-18.5% | $3,715-61.1% | $1,963-26.5% |
| Participant deferral / active EE | $2,899 | $4,418-34.4% | $5,696-49.1% | $3,054-5.1% |
| Admin fee / account holder | $111 | $398-72.2% | $5,517-98.0% | $504-78.0% |