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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $46,030 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-6918880 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,649 | $41,467+48.7% | $67,313-8.4% | $55,725+10.6% |
| Participation rate | 44.4% | 62.5%-18.1pp | 69.1%-24.7pp | 70.9%-26.5pp |
| Annual return | -3.43% | 0.82%-4.2pp | -4.08%+0.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,208 | $1,316-8.2% | $2,566-52.9% | $2,078-41.9% |
| Participant deferral / active EE | $2,136 | $2,399-11.0% | $3,568-40.1% | $3,356-36.4% |
| Admin fee / account holder | $259 | $102+153.4% | $4,507-94.3% | $115+124.5% |