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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $780 |
Service code 99 · EIN 59-2268067 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,359 | $69,383-73.5% | $101,271-81.9% | $73,493-75.0% |
| Participation rate | 55.1% | 68.4%-13.3pp | 75.8%-20.7pp | 70.7%-15.6pp |
| Annual return | 15.38% | 18.46%-3.1pp | 46.48%-31.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $804 | $2,628-69.4% | $3,660-78.0% | $2,270-64.6% |
| Participant deferral / active EE | $1,943 | $3,301-41.1% | $4,371-55.5% | $3,740-48.0% |
| Admin fee / account holder | $19 | $704-97.3% | $5,948-99.7% | $513-96.3% |