Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $5,641 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,847 | $48,300-50.6% | $40,145,923-99.9% | $62,881-62.1% |
| Participation rate | 59.8% | 62.0%-2.3pp | 68.4%-8.6pp | 69.3%-9.5pp |
| Annual return | 4.44% | 6.95%-2.5pp | 5.24%-0.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $878 | $1,333-34.1% | $1,844-52.4% | $2,281-61.5% |
| Participant deferral / active EE | $1,285 | $2,388-46.2% | $2,591-50.4% | $3,203-59.9% |
| Admin fee / account holder | $61 | $2,919-97.9% | $2,903-97.9% | $4,296-98.6% |