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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $17,318 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,840 | $123,793-72.7% | $177,827-81.0% | $79,858-57.6% |
| Participation rate | 73.8% | 84.7%-10.8pp | 87.7%-13.9pp | 69.6%+4.2pp |
| Annual return | 7.79% | 22.82%-15.0pp | 48.32%-40.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $1,437 | $4,095-64.9% | $5,918-75.7% | $2,471-41.8% |
| Participant deferral / active EE | $4,048 | $5,956-32.0% | $7,713-47.5% | $3,740+8.2% |
| Admin fee / account holder | $269 | $7,243-96.3% | $12,429-97.8% | $5,306-94.9% |