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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,689 |
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 | $68,673 | $73,102-6.1% | $123,553-44.4% | $56,289+22.0% |
| Participation rate | 98.3% | 74.3%+24.0pp | 82.3%+16.0pp | 69.9%+28.5pp |
| Annual return | -6.37% | 3.01%-9.4pp | 119.21%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,068 | $2,977-30.5% | $4,628-55.3% | $2,111-2.1% |
| Participant deferral / active EE | $5,415 | $5,423-0.2% | $6,426-15.7% | $3,350+61.6% |
| Admin fee / account holder | $20 | $554-96.3% | $9,284-99.8% | $521-96.1% |