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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $8,815 |
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 | $27,811 | $49,791-44.1% | $78,210-64.4% | $70,126-60.3% |
| Participation rate | 64.0% | 62.3%+1.7pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 11.98% | 20.75%-8.8pp | 40.90%-28.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,019 | $1,430-28.7% | $2,034-49.9% | $2,343-56.5% |
| Participant deferral / active EE | $1,604 | $2,150-25.4% | $2,823-43.2% | $3,332-51.9% |
| Admin fee / account holder | $138 | $3,181-95.7% | $3,758-96.3% | $4,645-97.0% |