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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 55 · EIN 13-2638166 | Other Commissions | $64,215 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,849 | $50,106-50.4% | $69,779-64.4% | $57,658-56.9% |
| Participation rate | 97.0% | 70.9%+26.2pp | 71.8%+25.2pp | 70.2%+26.8pp |
| Annual return | 6.71% | 14.58%-7.9pp | 12.99%-6.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $887 | $1,739-49.0% | $2,338-62.1% | $1,974-55.1% |
| Participant deferral / active EE | $2,476 | $2,486-0.4% | $2,931-15.5% | $3,061-19.1% |
| Admin fee / account holder | $0 | $89-100.0% | $4,381-100.0% | $95-100.0% |