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 COMPANY Service code 52 · EIN 04-1590450 | Indirect Investment Fees | $36,271 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,400 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $11,744 |
AMERICAN FUNDS5 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 49 · EIN 84-0467907 | Other Services | $0 |
Filed as: MFS INVESTMENT COMPANY Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 | Indirect Investment Fees | $0 |
PARNASSUS5 years Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,378 | $70,587-7.4% | $124,693-47.6% | $85,847-23.8% |
| Participation rate | 97.9% | 64.4%+33.5pp | 74.6%+23.3pp | 69.3%+28.6pp |
| Annual return | 14.03% | 20688.83%-20674.8pp | 5144.19%-5130.2pp | 318.61%-304.6pp |
| Employer contribution / active EE | $1,732 | $1,913-9.5% | $3,324-47.9% | $2,565-32.5% |
| Participant deferral / active EE | $2,774 | $2,969-6.6% | $4,615-39.9% | $3,952-29.8% |
| Admin fee / account holder | $440 | $5,282-91.7% | $7,494-94.1% | $6,261-93.0% |