Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $550 |
Filed as: ALLEN WESLEY CARR Service code 53 114 FOXSHIRE DR · LANCASTER, PA 17601 | Insurance Commissions | $0 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $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 | $202,823 | $99,957+102.9% | $149,745+35.4% | $73,497+176.0% |
| Participation rate | 94.1% | 75.7%+18.4pp | 82.5%+11.6pp | 70.7%+23.4pp |
| Annual return | 13.22% | 53.87%-40.6pp | 276.72%-263.5pp | 28.51%-15.3pp |
| Employer contribution / active EE | $7,750 | $3,191+142.9% | $4,646+66.8% | $2,270+241.4% |
| Participant deferral / active EE | $8,645 | $6,073+42.4% | $6,843+26.3% | $3,740+131.2% |
| Admin fee / account holder | $4 | $551-99.2% | $9,312-100.0% | $513-99.1% |