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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $28,311 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $25 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Filed as: MML INVESTORS SERVICES INC 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 | $42,559 | $62,928-32.4% | $172,753-75.4% | $67,582-37.0% |
| Participation rate | 33.9% | 64.5%-30.5pp | 82.6%-48.7pp | 71.3%-37.3pp |
| Annual return | 19.30% | 30.36%-11.1pp | 803.00%-783.7pp | 378.57%-359.3pp |
| Employer contribution / active EE | $410 | $1,636-74.9% | $5,144-92.0% | $2,148-80.9% |
| Participant deferral / active EE | $1,282 | $2,145-40.2% | $5,198-75.3% | $3,539-63.8% |
| Admin fee / account holder | $81 | $167-51.6% | $13,956-99.4% | $142-43.3% |