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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $7,602 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,799 | $23,385-75.2% | $69,182-91.6% | $57,658-89.9% |
| Participation rate | 94.3% | 37.9%+56.4pp | 55.1%+39.2pp | 70.2%+24.1pp |
| Annual return | 6.31% | -659.34%+665.7pp | -21.93%+28.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $130 | $422-69.3% | $1,206-89.3% | $1,974-93.4% |
| Participant deferral / active EE | $800 | $843-5.1% | $1,897-57.9% | $3,061-73.9% |
| Admin fee / account holder | $14 | $82-83.0% | $2,697-99.5% | $95-85.2% |