See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,831 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $5,559 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 | Contract Administrator | $3,409 |
ASCENSUS LLC1 year Service code 13 · EIN 82-3719843 | Contract Administrator | $2,417 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $889 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,211 | $61,156-52.2% | $185,823-84.3% | $79,386-63.2% |
| Participation rate | 22.4% | 66.6%-44.2pp | 81.7%-59.3pp | 70.7%-48.3pp |
| Annual return | 9.65% | 19.45%-9.8pp | 122.05%-112.4pp | 116.85%-107.2pp |
| Employer contribution / active EE | $464 | $2,321-80.0% | $5,167-91.0% | $2,427-80.9% |
| Participant deferral / active EE | $965 | $2,789-65.4% | $5,568-82.7% | $4,046-76.1% |
| Admin fee / account holder | $471 | $710-33.7% | $16,237-97.1% | $626-24.9% |