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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,747 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS INS. AGENCY Service code 53 · EIN 54-0910269 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,855 | $52,467+0.7% | $57,196-7.6% | $55,167-4.2% |
| Participation rate | 72.0% | 75.8%-3.8pp | 75.3%-3.3pp | 69.0%+3.0pp |
| Annual return | -0.75% | 7.72%-8.5pp | 14.59%-15.3pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,066 | $2,477-57.0% | $2,683-60.3% | $1,963-45.7% |
| Participant deferral / active EE | $1,393 | $2,830-50.8% | $3,096-55.0% | $3,054-54.4% |
| Admin fee / account holder | $190 | $269-29.4% | $3,141-93.9% | $504-62.3% |