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 13 | Contract Administrator | $4,786 |
GOLDLEAF PARTNERS2 years Service code 13 · EIN 45-0514557 | Contract Administrator | $1,875 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $836 |
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.
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 | $27,223 | $38,365-29.0% | $84,637-67.8% | $65,186-58.2% |
| Participation rate | 33.1% | 55.7%-22.6pp | 68.2%-35.2pp | 70.2%-37.1pp |
| Annual return | 21.34% | 32.00%-10.7pp | 258.82%-237.5pp | 29.39%-8.0pp |
| Employer contribution / active EE | $145 | $1,258-88.5% | $2,653-94.5% | $2,177-93.3% |
| Participant deferral / active EE | $1,021 | $2,278-55.2% | $3,900-73.8% | $3,514-70.9% |
| Admin fee / account holder | $53 | $451-88.2% | $4,914-98.9% | $847-93.7% |