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 | Indirect Investment Fees | $29,689 |
BENEFIT PLANNING CONSULTANTS5+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 13 · EIN 36-3036100 | Contract Administrator | $1,426 |
Filed as: MML INVESTORS SERVICES Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,691 | $52,961-42.1% | $172,752-82.2% | $65,185-52.9% |
| Participation rate | 58.0% | 66.2%-8.2pp | 82.6%-24.7pp | 70.2%-12.2pp |
| Annual return | 17.05% | 30.12%-13.1pp | 802.97%-785.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $757 | $2,190-65.4% | $5,144-85.3% | $2,177-65.2% |
| Participant deferral / active EE | $996 | $2,471-59.7% | $5,198-80.8% | $3,514-71.7% |
| Admin fee / account holder | $181 | $472-61.7% | $13,955-98.7% | $847-78.6% |