Filed July 27, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
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.
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 | $22,771 | $57,384-60.3% | $106,387-78.6% | $56,289-59.5% |
| Participation rate | 55.1% | 71.3%-16.2pp | 77.5%-22.3pp | 69.9%-14.7pp |
| Annual return | -9.25% | 5.91%-15.2pp | 0.25%-9.5pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,446 | $2,348-38.4% | $3,520-58.9% | $2,111-31.5% |
| Participant deferral / active EE | $1,880 | $3,799-50.5% | $5,421-65.3% | $3,350-43.9% |
| Admin fee / account holder | $5 | $566-99.2% | $7,510-99.9% | $521-99.1% |