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 Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,254 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $6,715 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $5,848 |
AMERICAN FUNDS1 year Filed as: AMERICA FUNDS Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $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 | $31,747 | $48,064-33.9% | $78,778-59.7% | $69,631-54.4% |
| Participation rate | 78.3% | 61.6%+16.7pp | 69.2%+9.1pp | 70.7%+7.6pp |
| Annual return | 24.35% | 21.81%+2.5pp | 35.62%-11.3pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $602 | $744-19.1% | $1,986-69.7% | $2,032-70.4% |
| Participant deferral / active EE | $2,305 | $2,079+10.9% | $2,958-22.1% | $3,224-28.5% |
| Admin fee / account holder | $99 | $152-34.7% | $5,134-98.1% | $110-10.2% |