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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Services | $17,016 |
Service code 50 · EIN 74-5533381 | Direct Payment | $1,574 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,288 | $55,449-70.6% | $83,830-80.6% | $56,287-71.1% |
| Participation rate | 54.0% | 68.0%-14.0pp | 76.1%-22.1pp | 69.9%-15.9pp |
| Annual return | -5.17% | -1.38%-3.8pp | 850.97%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $301 | $2,430-87.6% | $3,631-91.7% | $2,111-85.7% |
| Participant deferral / active EE | $1,712 | $2,935-41.7% | $4,082-58.1% | $3,350-48.9% |
| Admin fee / account holder | $118 | $656-82.0% | $5,479-97.8% | $521-77.4% |