Filed February 6, 2026 (most recent of 4 filings on file)
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 | $34,975 |
GOLDLEAF PARTNERS3 years Service code 13 · EIN 45-0514557 8009 34TH AVENUE, SUITE 320 · BLOOMINGTON, MN 56425 | Contract Administrator | $4,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,320 | $70,083+30.3% | $59,883+52.5% | $55,725+63.9% |
| Participation rate | 50.5% | 78.4%-27.9pp | 74.7%-24.2pp | 70.9%-20.3pp |
| Annual return | -3.70% | 3.13%-6.8pp | 3.46%-7.2pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,322 | $2,878-54.1% | $2,722-51.4% | $2,078-36.4% |
| Participant deferral / active EE | $2,519 | $3,079-18.2% | $3,402-26.0% | $3,356-24.9% |
| Admin fee / account holder | $202 | $70+187.4% | $3,591-94.4% | $115+75.4% |