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 | $12,516 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $6,718 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Participant loan p... | $2,126 |
Filed as: ROBIN S WEINGAST & ASSOCIATES, INC. Service code 13 | Contract Administrator | $1,430 |
Service code 27 · EIN 11-2859146 | Advisory (Plan) | $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,209 | $56,095-92.5% | $178,499-97.6% | $90,274-95.3% |
| Participation rate | 40.5% | 65.6%-25.1pp | 81.9%-41.5pp | 73.4%-32.9pp |
| Annual return | 1.57% | 28.81%-27.2pp | 151.10%-149.5pp | 53.97%-52.4pp |
| Employer contribution / active EE | $263 | $1,572-83.3% | $5,011-94.8% | $2,523-89.6% |
| Participant deferral / active EE | $351 | $2,669-86.9% | $5,202-93.3% | $4,231-91.7% |
| Admin fee / account holder | $16 | $101-83.9% | $13,986-99.9% | $114-85.8% |