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: PETER J. FITZPATRICK Service code 30 · EIN 11-2613347 | Employee (plan); Direct payment from ... | $89,650 |
Service code 10 · EIN 13-1577780 | Accounting | $20,000 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-3494495 | Legal | $6,393 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,678 | $70,106-73.4% | $80,977-76.9% | $63,975-70.8% |
| Participation rate | 46.0% | 79.4%-33.4pp | 75.8%-29.8pp | 71.1%-25.2pp |
| Annual return | 3.66% | 13.93%-10.3pp | 17.11%-13.4pp | 48.65%-45.0pp |
| Employer contribution / active EE | $544 | $2,042-73.3% | $3,715-85.3% | $2,182-75.1% |
| Participant deferral / active EE | $23 | $5,245-99.6% | $5,696-99.6% | $3,356-99.3% |
| Admin fee / account holder | $79 | $57+39.4% | $5,517-98.6% | $70+12.8% |