Filed June 4, 2024 (most recent of 6 filings on file)
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,908 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $8,836 |
ASCENSUS LLC2+ years Filed as: BADEN GAGE AND SCHROEDER Service code 10 · EIN 35-1939627 | Accounting | $1,600 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,131 | $74,089+14.9% | $133,975-36.5% | $55,167+54.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 6.61% | 12.11%-5.5pp | 29.29%-22.7pp | 169.23%-162.6pp |
| Employer contribution / active EE | $3,796 | $3,064+23.9% | $5,211-27.2% | $1,963+93.4% |
| Participant deferral / active EE | $2,812 | $4,678-39.9% | $6,282-55.2% | $3,054-7.9% |
| Admin fee / account holder | $167 | $458-63.5% | $9,324-98.2% | $504-66.8% |