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: MASS MUTUAL LIFE INS. CO. Service code 49 · EIN 04-1590850 | Other Services | $62,544 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,777 |
WITHUMSMITH+BROWN, PC4 years Filed as: RUBIN BROWN LLP Service code 50 · EIN 43-0765316 | Direct Payment | $9,500 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,470 | $67,512-65.2% | $185,851-87.4% | $93,010-74.8% |
| Participation rate | 22.2% | 67.1%-45.0pp | 81.7%-59.5pp | 73.9%-51.7pp |
| Annual return | 29.58% | 21.04%+8.5pp | 122.11%-92.5pp | 158.70%-129.1pp |
| Employer contribution / active EE | $189 | $1,783-89.4% | $5,168-96.3% | $2,705-93.0% |
| Participant deferral / active EE | $526 | $3,035-82.7% | $5,569-90.6% | $4,561-88.5% |
| Admin fee / account holder | $257 | $318-18.9% | $16,245-98.4% | $152+69.8% |