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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $3,408 |
PROEQUITIES INC4+ years Filed as: PROEQUITIES, INC Service code 26 · EIN 63-0879387 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,040 | $35,485+4.4% | $74,551-50.3% | $55,725-33.5% |
| Participation rate | 34.9% | 62.5%-27.6pp | 69.1%-34.2pp | 70.9%-35.9pp |
| Annual return | -6.79% | 0.72%-7.5pp | 32.53%-39.3pp | 244.93%-251.7pp |
| Employer contribution / active EE | $299 | $777-61.6% | $1,961-84.8% | $2,078-85.6% |
| Participant deferral / active EE | $1,750 | $2,181-19.8% | $3,108-43.7% | $3,356-47.9% |
| Admin fee / account holder | $52 | $114-54.5% | $5,059-99.0% | $115-54.8% |