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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $707 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $252 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,182 | $80,753-57.7% | $136,297-74.9% | $62,293-45.1% |
| Participation rate | 84.0% | 73.5%+10.5pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 18.05% | 35.83%-17.8pp | 5156.19%-5138.1pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,927 | $2,884-33.2% | $4,696-59.0% | $2,042-5.6% |
| Participant deferral / active EE | $2,491 | $5,164-51.8% | $6,247-60.1% | $3,169-21.4% |
| Admin fee / account holder | $3 | $525-99.4% | $9,244-100.0% | $479-99.3% |