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 LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,895 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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 | $77,325 | $49,138+57.4% | $84,021-8.0% | $65,185+18.6% |
| Participation rate | 95.2% | 60.7%+34.5pp | 69.0%+26.2pp | 70.2%+25.0pp |
| Annual return | 26.31% | 23.00%+3.3pp | 71.32%-45.0pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,259 | $914+37.8% | $1,984-36.5% | $2,177-42.1% |
| Participant deferral / active EE | $3,786 | $2,397+57.9% | $3,239+16.9% | $3,514+7.7% |
| Admin fee / account holder | $12 | $543-97.7% | $6,102-99.8% | $847-98.5% |