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 15 · EIN 04-1590850 | Recordkeeping | $2,060 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,437 | $287,456-92.9% | $170,435-88.0% | - |
| Participation rate | 76.8% | 60.6%+16.1pp | 83.6%-6.8pp | - |
| Annual return | 14.57% | 6.06%+8.5pp | 205.94%-191.4pp | - |
| Employer contribution / active EE | $1,360 | $2,242-39.3% | $5,432-75.0% | - |
| Participant deferral / active EE | $1,271 | $2,113-39.9% | $4,939-74.3% | - |
| Admin fee / account holder | $20 | $39,812-100.0% | $13,881-99.9% | - |