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 | $2,788 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,710 | $50,464-88.7% | $75,784-92.5% | $52,331-89.1% |
| Participation rate | 41.5% | 66.8%-25.3pp | 75.8%-34.3pp | 68.1%-26.6pp |
| Annual return | -1.92% | 1.03%-2.9pp | 9.68%-11.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $492 | $1,988-75.3% | $3,323-85.2% | $1,882-73.9% |
| Participant deferral / active EE | $808 | $2,570-68.6% | $3,652-77.9% | $3,022-73.3% |
| Admin fee / account holder | $55 | $1,103-95.0% | $5,300-99.0% | $592-90.6% |