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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $35,959 | $50,898-29.4% | $171,082-79.0% | $55,167-34.8% |
| Participation rate | 84.0% | 63.3%+20.7pp | 76.7%+7.3pp | 69.0%+15.0pp |
| Annual return | 8.73% | 15.34%-6.6pp | 32.56%-23.8pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,925 | $1,433+34.3% | $4,002-51.9% | $1,963-1.9% |
| Participant deferral / active EE | $3,346 | $2,994+11.7% | $4,797-30.3% | $3,054+9.5% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |