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 CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,075 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,223 | $99,957-43.8% | $149,730-62.5% | $73,493-23.5% |
| Participation rate | 89.6% | 75.7%+13.9pp | 82.5%+7.1pp | 70.7%+18.9pp |
| Annual return | 14.64% | 53.87%-39.2pp | 276.70%-262.1pp | 28.51%-13.9pp |
| Employer contribution / active EE | $561 | $3,191-82.4% | $4,645-87.9% | $2,270-75.3% |
| Participant deferral / active EE | $3,114 | $6,073-48.7% | $6,843-54.5% | $3,740-16.7% |
| Admin fee / account holder | $84 | $551-84.7% | $9,310-99.1% | $513-83.6% |