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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $210 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $210 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,183 | $75,183-53.2% | $123,894-71.6% | $55,167-36.2% |
| Participation rate | 50.4% | 72.8%-22.4pp | 81.4%-31.0pp | 69.0%-18.6pp |
| Annual return | 8.35% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $387 | $2,823-86.3% | $4,617-91.6% | $1,963-80.3% |
| Participant deferral / active EE | $2,435 | $5,084-52.1% | $5,984-59.3% | $3,054-20.3% |
| Admin fee / account holder | $2 | $663-99.6% | $8,357-100.0% | $504-99.5% |