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 | $57,986 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 | Consulting | $32,363 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $20,299 |
Service code 50 · EIN 13-4212610 | Direct Payment | $11,525 |
MSPC4 years Service code 10 · EIN 22-2951202 | Accounting | $10,173 |
Filed as: 1024 MCKINLEY ST LLC Service code 50 1024 MCKINLEY STREET · PEEKSKILL, NY 105665604 | Direct Payment | $9,096 |
AMERICAN FUNDS3 years Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
IVY FUNDS3 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 | $116,928 | $81,719+43.1% | $101,271+15.5% | $90,274+29.5% |
| Participation rate | 93.4% | 80.7%+12.6pp | 75.8%+17.6pp | 73.4%+20.0pp |
| Annual return | 9.42% | 337.64%-328.2pp | 46.48%-37.1pp | 53.97%-44.6pp |
| Employer contribution / active EE | $6,298 | $3,622+73.9% | $3,660+72.1% | $2,523+149.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $216 | $162+33.3% | $5,948-96.4% | $114+89.2% |