Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $321,561 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $211,825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,878 | $67,505-95.7% | $85,969-96.7% | $67,505-95.7% |
| Participation rate | 83.1% | 71.2%+11.9pp | 76.5%+6.6pp | 71.2%+11.9pp |
| Annual return | -11.49% | 6.52%-18.0pp | 9.32%-20.8pp | 6.52%-18.0pp |
| Employer contribution / active EE | $268 | $2,173-87.7% | $3,474-92.3% | $2,173-87.7% |
| Participant deferral / active EE | $560 | $3,597-84.4% | $3,829-85.4% | $3,597-84.4% |
| Admin fee / account holder | $62 | $56+11.2% | $6,053-99.0% | $56+11.2% |