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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $58,430 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,443 | $100,003-18.6% | $146,685-44.5% | $85,856-5.1% |
| Participation rate | 89.6% | 73.1%+16.5pp | 80.1%+9.5pp | 69.3%+20.3pp |
| Annual return | 12.06% | 18.93%-6.9pp | 22.75%-10.7pp | 318.58%-306.5pp |
| Employer contribution / active EE | $3,777 | $2,559+47.6% | $4,137-8.7% | $2,565+47.3% |
| Participant deferral / active EE | $8,930 | $4,006+122.9% | $5,507+62.2% | $3,952+125.9% |
| Admin fee / account holder | $483 | $7,704-93.7% | $10,281-95.3% | $6,261-92.3% |