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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 | $54,870 | $68,408-19.8% | $57,196-4.1% | $57,658-4.8% |
| Participation rate | 65.5% | 79.1%-13.6pp | 75.3%-9.8pp | 70.2%-4.7pp |
| Annual return | 6.96% | 8.51%-1.6pp | 14.59%-7.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,468 | $2,869-48.8% | $2,683-45.3% | $1,974-25.6% |
| Participant deferral / active EE | $2,449 | $2,903-15.6% | $3,096-20.9% | $3,061-20.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |