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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $12,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,191 | $47,456-65.9% | $172,752-90.6% | $77,775-79.2% |
| Participation rate | 22.6% | 66.3%-43.7pp | 82.6%-60.1pp | 73.2%-50.6pp |
| Annual return | 17.85% | 35.57%-17.7pp | 802.97%-785.1pp | 32.58%-14.7pp |
| Employer contribution / active EE | $314 | $1,574-80.1% | $5,144-93.9% | $2,504-87.5% |
| Participant deferral / active EE | $478 | $2,560-81.3% | $5,198-90.8% | $3,966-87.9% |
| Admin fee / account holder | $33 | $81-58.8% | $13,955-99.8% | $100-66.7% |