Filed October 26, 2023
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 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $577 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 13 · EIN 31-1498244 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Contract Administrator | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $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 | $33,155 | $41,854-20.8% | $73,836-55.1% | $52,331-36.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -1.26% | 2.11%-3.4pp | 2268.06%-2269.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,634 | $1,920+37.2% | $2,787-5.5% | $1,882+40.0% |
| Participant deferral / active EE | $1,964 | $2,498-21.4% | $3,583-45.2% | $3,022-35.0% |
| Admin fee / account holder | $15 | $493-96.9% | $4,882-99.7% | $592-97.4% |