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 15 · EIN 04-1590850 1277 MAIN ST · SPRINGFIELD, MA 011110001 | Recordkeeping | $690 |
EIP CORP4 years Service code 13 · EIN 48-0949535 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $500 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 1277 MAIN ST · SPRINGFIELD, MA 011110001 | Recordkeeping Fees | $38 |
Service code 28 · EIN 61-1732930 35 EAST WACKER DR. · CHICAGO, IL 60601 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGMT Service code 49 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Other Services | $0 |
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 | $28,238 | $49,138-42.5% | $84,021-66.4% | $65,185-56.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 23.05% | 23.00%+0.1pp | 71.32%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $314 | $914-65.7% | $1,984-84.2% | $2,177-85.6% |
| Participant deferral / active EE | $3,223 | $2,397+34.5% | $3,239-0.5% | $3,514-8.3% |
| Admin fee / account holder | $8 | $543-98.5% | $6,102-99.9% | $847-99.0% |