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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,401 | $67,166-25.0% | $57,356-12.1% | $55,191-8.7% |
| Participation rate | 55.4% | 77.7%-22.3pp | 75.1%-19.7pp | 69.2%-13.8pp |
| Annual return | 0.93% | 4.22%-3.3pp | 24.41%-23.5pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,229 | $2,812-56.3% | $2,689-54.3% | $1,899-35.3% |
| Participant deferral / active EE | $2,135 | $2,835-24.7% | $3,162-32.5% | $3,046-29.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |