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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,062 | $25,723+59.6% | $69,182-40.6% | $55,167-25.6% |
| Participation rate | 38.9% | 39.4%-0.5pp | 55.1%-16.2pp | 69.0%-30.0pp |
| Annual return | 7.48% | 9.56%-2.1pp | -21.93%+29.4pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,673 | $963+73.7% | $1,897-11.8% | $3,054-45.2% |
| Admin fee / account holder | $9 | $365-97.6% | $2,697-99.7% | $504-98.3% |