Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,204 |
THE MICHIGAN PENSION GROUP, INC.1+ years Service code 13 · EIN 38-2781642 | Contract Administrator | $1,743 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $47 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $38 |
AARON H. KIM1+ years Filed as: AARON J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMANDA SNIDER DOREN1+ years Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
E CRAIG YOUNG1+ years Filed as: CRAIG L MILLER Service code 53 924 CENTENNIAL WAY STE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
LEGG MASON1+ years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $1,240 | $46,173-97.3% | $170,435-99.3% | $69,631-98.2% |
| Participation rate | 46.3% | 63.9%-17.6pp | 83.6%-37.3pp | 70.7%-24.4pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $135 | $1,610-91.6% | $5,432-97.5% | $2,032-93.4% |
| Participant deferral / active EE | $513 | $2,080-75.4% | $4,939-89.6% | $3,224-84.1% |
| Admin fee / account holder | $22 | $116-80.8% | $13,881-99.8% | $110-79.9% |