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 |
|---|---|---|
Service code 14 · EIN 31-1387429 | Plan Administrator | $142,428 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $100 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6026952 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT 2050 FUND Service code 52 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 41-6009937 | Indirect Investment Fees | $0 |
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 | $64,131 | $66,650-3.8% | $92,915-31.0% | $67,582-5.1% |
| Participation rate | 95.7% | 72.5%+23.2pp | 76.0%+19.7pp | 71.3%+24.4pp |
| Annual return | 21.58% | 92.64%-71.1pp | 109.45%-87.9pp | 378.57%-357.0pp |
| Employer contribution / active EE | $3,403 | $2,777+22.6% | $3,653-6.9% | $2,148+58.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $258 | $199+29.8% | $5,796-95.5% | $142+81.6% |