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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,115 |
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 | $83,717 | $73,638+13.7% | $95,956-12.8% | $73,493+13.9% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.3pp |
| Annual return | 12.17% | 16.78%-4.6pp | 91.63%-79.5pp | 28.51%-16.3pp |
| Employer contribution / active EE | $3,478 | $1,863+86.7% | $2,541+36.9% | $2,270+53.2% |
| Participant deferral / active EE | $5,304 | $3,617+46.6% | $4,167+27.3% | $3,740+41.8% |
| Admin fee / account holder | $57 | $482-88.3% | $6,797-99.2% | $513-89.0% |