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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,101 | $136,307-75.0% | $177,840-80.8% | $73,493-53.6% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.7%+3.9pp | 70.7%+21.0pp |
| Annual return | 15.91% | 18.68%-2.8pp | 48.32%-32.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $964 | $3,712-74.0% | $5,919-83.7% | $2,270-57.5% |
| Participant deferral / active EE | $3,918 | $5,829-32.8% | $7,714-49.2% | $3,740+4.8% |
| Admin fee / account holder | $23 | $596-96.2% | $12,431-99.8% | $513-95.6% |