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 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $28,377 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,000 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 6 CITYPLACE DR., STE. 700 · ST. LOUIS, MO 63141 | Contract Administrator | $4,194 |
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 | $62,687 | $59,186+5.9% | $76,768-18.3% | $56,287+11.4% |
| Participation rate | 89.1% | 75.2%+13.9pp | 77.0%+12.1pp | 69.9%+19.3pp |
| Annual return | -3.76% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,377 | $1,759+35.2% | $2,485-4.4% | $2,111+12.6% |
| Participant deferral / active EE | $4,441 | $3,255+36.5% | $3,852+15.3% | $3,350+32.6% |
| Admin fee / account holder | $236 | $489-51.7% | $6,675-96.5% | $521-54.6% |