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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,456 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $8,418 | $46,732-82.0% | $156,551-94.6% | $55,167-84.7% |
| Participation rate | 88.2% | 65.8%+22.4pp | 84.0%+4.2pp | 69.0%+19.2pp |
| Annual return | 6.12% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,249 | $2,105-40.7% | $5,501-77.3% | $1,963-36.4% |
| Participant deferral / active EE | $1,717 | $2,204-22.1% | $4,871-64.7% | $3,054-43.8% |
| Admin fee / account holder | $29 | $418-93.0% | $13,028-99.8% | $504-94.2% |