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. Service code 15 · EIN 04-1590850 | Recordkeeping | $57,379 |
ACTUARIAL & EMPLOYEE BENE6+ years Service code 13 · EIN 31-0572951 2035 READING ROAD · CINCINNATI, OH 45202 | Contract Administrator | $4,286 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,145 | $55,122-29.0% | $104,625-62.6% | $73,493-46.7% |
| Participation rate | 80.4% | 67.7%+12.6pp | 74.1%+6.3pp | 70.7%+9.7pp |
| Annual return | 13.23% | 24.77%-11.5pp | 340.60%-327.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $739 | $1,464-49.5% | $2,681-72.4% | $2,270-67.5% |
| Participant deferral / active EE | $3,925 | $2,919+34.5% | $3,738+5.0% | $3,740+5.0% |
| Admin fee / account holder | $225 | $423-46.8% | $6,465-96.5% | $513-56.1% |