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: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $28,700 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $24,974 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $19,844 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,976 | $78,781-55.6% | $100,530-65.2% | $73,412-52.4% |
| Participation rate | 92.7% | 80.0%+12.7pp | 79.4%+13.3pp | 72.2%+20.5pp |
| Annual return | 43.33% | 31.69%+11.6pp | 30.89%+12.4pp | 59.30%-16.0pp |
| Employer contribution / active EE | $1,403 | $2,420-42.0% | $3,418-59.0% | $2,234-37.2% |
| Participant deferral / active EE | $10,544 | $6,537+61.3% | $6,271+68.1% | $3,806+177.1% |
| Admin fee / account holder | $41 | $145-71.5% | $8,083-99.5% | $158-73.7% |