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 | $1,406 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,857 | $54,320+23.1% | $67,652-1.2% | $52,331+27.8% |
| Participation rate | 53.4% | 73.6%-20.2pp | 75.7%-22.2pp | 68.1%-14.7pp |
| Annual return | 0.34% | 6.81%-6.5pp | 6625.40%-6625.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $818 | $1,544-47.0% | $2,266-63.9% | $1,882-56.5% |
| Participant deferral / active EE | $2,932 | $2,950-0.6% | $3,560-17.6% | $3,022-3.0% |
| Admin fee / account holder | $13 | $527-97.5% | $4,821-99.7% | $592-97.8% |