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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,209 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,716 | $94,529-54.8% | $140,019-69.5% | $64,173-33.4% |
| Participation rate | 82.6% | 84.1%-1.5pp | 87.5%-4.9pp | 69.6%+13.0pp |
| Annual return | -7.41% | 7.77%-15.2pp | 651.17%-658.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,327 | $3,812-65.2% | $5,605-76.3% | $2,381-44.3% |
| Participant deferral / active EE | $4,572 | $5,250-12.9% | $6,927-34.0% | $3,470+31.8% |
| Admin fee / account holder | $24 | $6,741-99.6% | $10,705-99.8% | $4,887-99.5% |