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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $140 |
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 | $45,891 | $80,753-43.2% | $136,298-66.3% | $62,293-26.3% |
| Participation rate | 61.2% | 73.5%-12.4pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 18.55% | 35.83%-17.3pp | 5156.27%-5137.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $477 | $2,884-83.5% | $4,696-89.8% | $2,042-76.6% |
| Participant deferral / active EE | $3,235 | $5,164-37.4% | $6,247-48.2% | $3,169+2.1% |
| Admin fee / account holder | $2 | $525-99.7% | $9,244-100.0% | $479-99.7% |