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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,398 | $91,179-2.0% | $178,499-49.9% | $79,852+12.0% |
| Participation rate | 83.5% | 69.2%+14.3pp | 81.9%+1.6pp | 69.6%+13.9pp |
| Annual return | 14.24% | 24.19%-10.0pp | 151.10%-136.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $3,340 | $3,256+2.6% | $5,011-33.3% | $2,471+35.2% |
| Participant deferral / active EE | $2,986 | $3,236-7.7% | $5,202-42.6% | $3,740-20.2% |
| Admin fee / account holder | $583 | $6,749-91.4% | $13,986-95.8% | $5,306-89.0% |