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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $584 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,498 | $55,449-82.9% | $83,830-88.7% | $56,287-83.1% |
| Participation rate | 46.3% | 68.0%-21.7pp | 76.1%-29.9pp | 69.9%-23.6pp |
| Annual return | -12.15% | -1.38%-10.8pp | 850.97%-863.1pp | -9.96%-2.2pp |
| Employer contribution / active EE | $631 | $2,430-74.0% | $3,631-82.6% | $2,111-70.1% |
| Participant deferral / active EE | $1,398 | $2,935-52.4% | $4,082-65.8% | $3,350-58.3% |
| Admin fee / account holder | $8 | $656-98.8% | $5,479-99.9% | $521-98.5% |