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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,850 |
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 | $61,741 | $60,349+2.3% | $74,184-16.8% | $62,881-1.8% |
| Participation rate | 96.1% | 72.7%+23.3pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 4.78% | 21.38%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,408 | $1,680+43.3% | $2,370+1.6% | $2,281+5.6% |
| Participant deferral / active EE | $3,703 | $2,856+29.6% | $3,550+4.3% | $3,203+15.6% |
| Admin fee / account holder | $35 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |