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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 50 · EIN 04-1590850 | Direct Payment | $51,829 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $31,878 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $23,000 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,503 | $80,354-42.1% | $133,975-65.3% | $63,975-27.3% |
| Participation rate | 96.5% | 87.5%+9.0pp | 87.1%+9.5pp | 71.1%+25.4pp |
| Annual return | 5.07% | 13.11%-8.0pp | 29.29%-24.2pp | 48.65%-43.6pp |
| Employer contribution / active EE | $2,551 | $3,503-27.2% | $5,211-51.1% | $2,182+16.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $178 | $69+156.2% | $9,324-98.1% | $70+152.1% |