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 | $12,325 |
THE MICHIGAN PENSION GROUP, INC.4+ years Service code 13 · EIN 38-2781642 | Contract Administrator | $3,171 |
Filed as: THE MIDWEST PENSION GROUP Service code 13 · EIN 38-2781642 | Contract Administrator | $576 |
AARON H. KIM4+ years Filed as: AARON J SNIDER Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMANDA SNIDER DOREN4+ years Service code 53 5141 GATEWAY CTR STE 400 · FLINT, MI 48507 | Insurance Commissions | $0 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARBARA GILL2 years Service code 53 924 CENTENNIAL WAY SE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
E CRAIG YOUNG4+ years Filed as: CRAIG L MILLER Service code 53 924 CENTENNIAL WAY STE 480 · LANSING, MI 48917 | Insurance Commissions | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,245 | $52,293-88.1% | $178,503-96.5% | $73,412-91.5% |
| Participation rate | 42.9% | 65.3%-22.5pp | 81.9%-39.1pp | 72.2%-29.3pp |
| Annual return | 25.70% | 34.75%-9.1pp | 151.12%-125.4pp | 59.30%-33.6pp |
| Employer contribution / active EE | $175 | $1,736-89.9% | $5,011-96.5% | $2,234-92.2% |
| Participant deferral / active EE | $805 | $2,333-65.5% | $5,202-84.5% | $3,806-78.8% |
| Admin fee / account holder | $77 | $127-39.9% | $13,987-99.5% | $158-51.5% |