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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,785 |
Service code 49 · EIN 36-3429599 | Other Services | $26 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,728 | $91,167-53.1% | $178,498-76.1% | $79,858-46.5% |
| Participation rate | 99.0% | 69.2%+29.8pp | 81.9%+17.0pp | 69.6%+29.3pp |
| Annual return | 13.23% | 24.19%-11.0pp | 151.09%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,765 | $3,255-45.8% | $5,011-64.8% | $2,471-28.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $26 | $6,747-99.6% | $13,985-99.8% | $5,306-99.5% |