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 |
|---|---|---|
Filed as: ABACUS BENEFIT CONSULTANTS, INC Service code 13 | Contract Administrator | $5,606 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,156 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 05-0460654 | Contract Administrator | $0 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,702 | $81,494+18.7% | $133,978-27.8% | $73,497+31.6% |
| Participation rate | 88.0% | 76.4%+11.6pp | 79.8%+8.1pp | 70.7%+17.3pp |
| Annual return | 4.73% | 19.40%-14.7pp | 45.10%-40.4pp | 28.51%-23.8pp |
| Employer contribution / active EE | $4,528 | $2,210+104.9% | $3,919+15.6% | $2,270+99.5% |
| Participant deferral / active EE | $3,220 | $3,787-15.0% | $5,047-36.2% | $3,740-13.9% |
| Admin fee / account holder | $16 | $713-97.7% | $8,930-99.8% | $513-96.8% |