Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 03-0320580 3 GREGORY DRIVE · SOUTH BURLINGTON, VT 05403 | Direct Payment | $9,030 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $0 |
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 | $59,716 | $56,443+5.8% | $83,831-28.8% | $55,725+7.2% |
| Participation rate | 87.1% | 72.0%+15.1pp | 76.1%+11.0pp | 70.9%+16.3pp |
| Annual return | 9.86% | 393.67%-383.8pp | 850.99%-841.1pp | 244.93%-235.1pp |
| Employer contribution / active EE | $2,265 | $2,682-15.5% | $3,631-37.6% | $2,078+9.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $180 | $156+15.4% | $5,479-96.7% | $115+56.6% |