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 | $10,403 |
Service code 13 · EIN 23-2383285 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.2+ 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 | $50,501 | $57,976-12.9% | $63,018-19.9% | $62,293-18.9% |
| Participation rate | 78.6% | 75.9%+2.7pp | 74.8%+3.8pp | 69.5%+9.1pp |
| Annual return | 10.69% | 17.54%-6.9pp | 87.62%-76.9pp | 28.90%-18.2pp |
| Employer contribution / active EE | $1,306 | $2,415-45.9% | $2,761-52.7% | $2,042-36.0% |
| Participant deferral / active EE | $1,329 | $2,956-55.0% | $3,330-60.1% | $3,169-58.1% |
| Admin fee / account holder | $91 | $276-67.1% | $3,601-97.5% | $479-81.1% |