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 14 · EIN 04-1590850 | Plan Administrator | $60,482 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 | Consulting | $31,550 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,000 |
Service code 29 · EIN 13-4212610 | Legal | $11,322 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $10,860 |
Filed as: 1024 MCKINLEY ST LLC Service code 50 1024 MCKINLEY STREET · PEEKSKILL, NY 105665604 | Direct Payment | $9,096 |
AMERICAN FUNDS2 years Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,806 | $66,051+57.2% | $92,903+11.7% | $77,775+33.5% |
| Participation rate | 95.4% | 81.0%+14.4pp | 76.0%+19.4pp | 73.2%+22.2pp |
| Annual return | 12.48% | 20.69%-8.2pp | 109.43%-97.0pp | 32.58%-20.1pp |
| Employer contribution / active EE | $7,453 | $3,426+117.6% | $3,653+104.0% | $2,504+197.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $216 | $148+45.8% | $5,795-96.3% | $100+115.4% |