Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $3,500 |
Filed as: MASSMUTUAL LIVE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $696 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,605 | $47,977-50.8% | $154,108-84.7% | $56,289-58.1% |
| Participation rate | 47.0% | 66.2%-19.2pp | 83.0%-36.0pp | 69.9%-22.9pp |
| Annual return | 1.17% | 3.54%-2.4pp | 735.21%-734.0pp | -9.96%+11.1pp |
| Employer contribution / active EE | $631 | $2,169-70.9% | $5,298-88.1% | $2,111-70.1% |
| Participant deferral / active EE | $2,781 | $2,392+16.3% | $5,081-45.3% | $3,350-17.0% |
| Admin fee / account holder | $48 | $438-89.1% | $13,411-99.6% | $521-90.8% |