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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 PO BOX 1583 · HARTFORD, CT 061445634 | Recordkeeping | $41,615 |
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 | $84,884 | $37,117+128.7% | $147,617-42.5% | $55,191+53.8% |
| Participation rate | 84.5% | 63.6%+20.9pp | 84.6%-0.1pp | 69.2%+15.3pp |
| Annual return | -1.26% | 3.44%-4.7pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $2,329 | $1,620+43.7% | $5,565-58.2% | $1,899+22.6% |
| Participant deferral / active EE | $4,268 | $1,985+115.0% | $4,895-12.8% | $3,046+40.1% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |