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 INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $78,377 |
MARCO CONSULTING GROUP5+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $45,000 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $28,013 |
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $24,659 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,097 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $12,141 |
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 | $88,591 | $41,617+112.9% | $84,623+4.7% | $77,775+13.9% |
| Participation rate | 100.0% | 45.0%+55.0pp | 68.2%+31.8pp | 73.2%+26.8pp |
| Annual return | 19.32% | 24.97%-5.6pp | 258.77%-239.5pp | 32.58%-13.3pp |
| Employer contribution / active EE | $7,296 | $1,061+587.6% | $2,652+175.1% | $2,504+191.4% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,899-100.0% | $3,966-100.0% |
| Admin fee / account holder | $206 | $121+70.6% | $4,913-95.8% | $100+106.3% |