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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $42,129 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $22,783 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,015 | $55,453+37.1% | $170,435-55.4% | $62,293+22.0% |
| Participation rate | 86.0% | 66.4%+19.6pp | 83.6%+2.4pp | 69.5%+16.5pp |
| Annual return | 15.15% | 21.38%-6.2pp | 205.94%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,544 | $2,164-28.6% | $5,432-71.6% | $2,042-24.4% |
| Participant deferral / active EE | $3,646 | $2,303+58.3% | $4,939-26.2% | $3,169+15.0% |
| Admin fee / account holder | $262 | $455-42.5% | $13,881-98.1% | $479-45.4% |