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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,897 |
TBS AGENCY INC1 year Service code 53 · EIN 52-1473914 | Insurance Commissions | $2,952 |
TIAA1 year Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $1,306 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,807 | $50,637-66.8% | $86,582-80.6% | $62,293-73.0% |
| Participation rate | 39.3% | 67.9%-28.5pp | 73.5%-34.2pp | 69.5%-30.2pp |
| Annual return | 17.90% | 20.80%-2.9pp | 965.08%-947.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $484 | $2,075-76.7% | $2,839-83.0% | $2,042-76.3% |
| Participant deferral / active EE | $710 | $2,611-72.8% | $3,609-80.3% | $3,169-77.6% |
| Admin fee / account holder | $58 | $413-86.1% | $4,904-98.8% | $479-88.0% |