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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $7,996 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Insurance Commissions | $5,840 |
ACUFF & ASSOCIATES, INC.3+ years Service code 13 · EIN 62-1477251 210 WESTWOOD PLACE SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $2,669 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,481 | $47,977-28.1% | $154,108-77.6% | $56,289-38.7% |
| Participation rate | 40.8% | 66.2%-25.4pp | 83.0%-42.3pp | 69.9%-29.1pp |
| Annual return | 6.45% | 3.54%+2.9pp | 735.21%-728.8pp | -9.96%+16.4pp |
| Employer contribution / active EE | $549 | $2,169-74.7% | $5,298-89.6% | $2,111-74.0% |
| Participant deferral / active EE | $1,523 | $2,392-36.3% | $5,081-70.0% | $3,350-54.5% |
| Admin fee / account holder | $107 | $438-75.6% | $13,411-99.2% | $521-79.5% |