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 | $4,584 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $400 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 55 · EIN 26-4310844 | Other Commissions | $252 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | 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.
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 | $11,823 | $44,989-73.7% | $170,439-93.1% | $77,958-84.8% |
| Participation rate | 16.1% | 64.6%-48.5pp | 83.6%-67.5pp | 71.6%-55.5pp |
| Annual return | 18.75% | 19.61%-0.9pp | 205.94%-187.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $419 | $2,208-81.0% | $4,939-91.5% | $3,537-88.2% |
| Admin fee / account holder | $7 | $69-89.5% | $13,881-99.9% | $97-92.6% |