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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,552 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $120 |
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 | $71,057 | $46,745+52.0% | $60,547+17.4% | $52,331+35.8% |
| Participation rate | 96.1% | 58.6%+37.5pp | 68.0%+28.1pp | 68.1%+28.0pp |
| Annual return | -0.19% | 0.61%-0.8pp | 335.64%-335.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $5,148 | $1,259+309.0% | $2,419+112.8% | $1,882+173.6% |
| Participant deferral / active EE | $7,648 | $2,145+256.6% | $3,328+129.8% | $3,022+153.1% |
| Admin fee / account holder | $30 | $537-94.5% | $4,536-99.3% | $592-95.0% |