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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $75 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,175 | $52,467-69.2% | $57,196-71.7% | $55,167-70.7% |
| Participation rate | 39.0% | 75.8%-36.9pp | 75.3%-36.3pp | 69.0%-30.0pp |
| Annual return | -1.67% | 7.72%-9.4pp | 14.59%-16.3pp | 169.23%-170.9pp |
| Employer contribution / active EE | $719 | $2,477-71.0% | $2,683-73.2% | $1,963-63.4% |
| Participant deferral / active EE | $1,593 | $2,830-43.7% | $3,096-48.6% | $3,054-47.9% |
| Admin fee / account holder | $6 | $269-97.8% | $3,141-99.8% | $504-98.8% |