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 52 · EIN 04-1590850 | Indirect Investment Fees | $5,080 |
Filed as: DYATECH Service code 13 · EIN 64-0936231 | Contract Administrator | $0 |
Filed as: EDWARD D JONES & CO Service code 53 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $66,750-100.0% | $105,754-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 78.9%-78.9pp | 70.2%-70.2pp |
| Annual return | 7.61% | 10.99%-3.4pp | 12.25%-4.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,435 | $3,766-61.9% | $4,079-64.8% | $1,974-27.3% |
| Participant deferral / active EE | $1,536 | $4,933-68.9% | $5,326-71.2% | $3,061-49.8% |
| Admin fee / account holder | $0 | $88-100.0% | $8,309-100.0% | $95-100.0% |