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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.1+ years Filed as: COMPENSATION SYSTEMS INC. Service code 13 | Contract Administrator | $32,884 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,383 |
COMPENSATION SYSTEMS, INC.1+ years Service code 13 · EIN 35-1277460 900 E 96TH ST., STE. 325 · INDIANAPOLIS, IN 46240 | Contract Administrator | $0 |
KELLY PRESS INC1+ years Filed as: KELLY D HALEY Service code 53 107 STATE ST · NEWBURGH, IN 47630 | Insurance Commissions | $0 |
KRISTI WHITE1+ years Filed as: KRISTI K BAKER Service code 53 900 E 96TH ST STE 325 · INDIANAPOLIS, IN 46240 | Insurance Commissions | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $91,222 | $52,678+73.2% | $75,784+20.4% | $59,633+53.0% |
| Participation rate | 96.8% | 67.2%+29.5pp | 75.8%+21.0pp | 68.7%+28.1pp |
| Annual return | 0.59% | 2.95%-2.4pp | 9.68%-9.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $5,834 | $2,193+166.0% | $3,323+75.5% | $2,203+164.9% |
| Participant deferral / active EE | $5,304 | $2,591+104.7% | $3,652+45.3% | $3,192+66.2% |
| Admin fee / account holder | $63 | $3,610-98.3% | $5,300-98.8% | $4,297-98.5% |