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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURACE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,727 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,007 | $64,909-6.0% | $82,312-25.9% | $62,293-2.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.85% | 21.18%-10.3pp | 25.88%-15.0pp | 28.90%-18.1pp |
| Employer contribution / active EE | $1,611 | $1,676-3.9% | $2,428-33.6% | $2,042-21.1% |
| Participant deferral / active EE | $1,823 | $3,103-41.2% | $3,706-50.8% | $3,169-42.5% |
| Admin fee / account holder | $42 | $440-90.5% | $5,608-99.3% | $479-91.3% |