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 49 · EIN 04-1590850 | Other Services | $28,341 |
INTAC ACTUARIAL SERVICES1 year Service code 13 | Contract Administrator | $6,378 |
AMERICAN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,147 | $58,888+48.0% | $178,499-51.2% | $73,493+18.6% |
| Participation rate | 84.7% | 66.2%+18.5pp | 81.9%+2.8pp | 70.7%+14.0pp |
| Annual return | 15.41% | 24.86%-9.5pp | 151.10%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $2,625 | $2,236+17.4% | $5,011-47.6% | $2,270+15.6% |
| Participant deferral / active EE | $5,558 | $2,568+116.5% | $5,202+6.8% | $3,740+48.6% |
| Admin fee / account holder | $152 | $400-61.9% | $13,986-98.9% | $513-70.3% |