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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $7,830 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,757 | $50,106-78.5% | $69,779-84.6% | $57,658-81.3% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 9.59% | 14.58%-5.0pp | 12.99%-3.4pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,916 | $1,739+10.2% | $2,338-18.1% | $1,974-2.9% |
| Participant deferral / active EE | $1,640 | $2,486-34.0% | $2,931-44.0% | $3,061-46.4% |
| Admin fee / account holder | $16 | $89-81.9% | $4,381-99.6% | $95-82.9% |