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 | Recordkeeping | $2,558 |
Service code 15 · EIN 51-0383217 1407 FOULK ROAD · WILMINGTON, DE 19803 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INS SVCS INC Service code 17 · EIN 51-0116113 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,648 | $49,138+94.7% | $84,023+13.8% | $65,186+46.7% |
| Participation rate | 52.8% | 60.7%-7.9pp | 69.0%-16.2pp | 70.2%-17.4pp |
| Annual return | 21.66% | 23.00%-1.3pp | 71.32%-49.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $538 | $914-41.1% | $1,984-72.9% | $2,177-75.3% |
| Participant deferral / active EE | $2,990 | $2,397+24.7% | $3,239-7.7% | $3,514-14.9% |
| Admin fee / account holder | $42 | $543-92.2% | $6,102-99.3% | $847-95.0% |