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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $15,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,332 | $50,464-79.5% | $75,784-86.4% | $52,331-80.3% |
| Participation rate | 66.7% | 66.8%-0.1pp | 75.8%-9.2pp | 68.1%-1.4pp |
| Annual return | -0.72% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $219 | $1,988-89.0% | $3,323-93.4% | $1,882-88.4% |
| Participant deferral / active EE | $1,637 | $2,570-36.3% | $3,652-55.2% | $3,022-45.8% |
| Admin fee / account holder | $101 | $1,103-90.9% | $5,300-98.1% | $592-83.0% |