Filed February 20, 2018
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 27 · EIN 04-1590850 | Advisory (Plan) | $25,000 |
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $25,000 |
HOLMAN FRENIA ALLISON PC2 years Filed as: HOLMAN FRENIA ALLISON, P.C. Service code 10 · EIN 22-3480145 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,073 | $50,150+31.7% | $149,723-55.9% | $80,169-17.6% |
| Participation rate | 36.9% | 64.3%-27.4pp | 78.8%-41.9pp | 72.9%-36.0pp |
| Annual return | 17.88% | 29.80%-11.9pp | 134.50%-116.6pp | 40.39%-22.5pp |
| Employer contribution / active EE | $15 | $1,868-99.2% | $4,821-99.7% | $2,978-99.5% |
| Participant deferral / active EE | $2,757 | $3,195-13.7% | $5,682-51.5% | $5,016-45.0% |
| Admin fee / account holder | $89 | $153-41.5% | $13,215-99.3% | $145-38.3% |