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 | $91,291 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $39,982 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $10,027 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $574 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS4 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,846 | $121,341-44.9% | $189,537-64.7% | $79,391-15.8% |
| Participation rate | 74.1% | 86.1%-12.0pp | 87.8%-13.7pp | 70.7%+3.4pp |
| Annual return | 19.98% | 21.08%-1.1pp | 555.34%-535.4pp | 116.88%-96.9pp |
| Employer contribution / active EE | $2,909 | $3,915-25.7% | $6,161-52.8% | $2,428+19.8% |
| Participant deferral / active EE | $5,856 | $6,395-8.4% | $8,220-28.8% | $4,046+44.7% |
| Admin fee / account holder | $556 | $651-14.7% | $12,048-95.4% | $627-11.3% |