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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $103,788 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $36,620 |
ROBERT HALF1 year Filed as: RHI - WEST PALM BEACH FL Service code 13 · EIN 85-0833363 | Contract Administrator | $14,820 |
MBAF3 years Service code 10 · EIN 01-0720052 | Accounting | $12,467 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION STUDIO Service code 13 · EIN 85-0833363 | Contract Administrator | $5,042 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $4,141 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 59-3020895 | Indirect Investment Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,382 | $64,286+20.4% | $90,970-14.9% | $73,412+5.4% |
| Participation rate | 91.8% | 63.6%+28.2pp | 69.0%+22.8pp | 72.2%+19.6pp |
| Annual return | 10.99% | 21.46%-10.5pp | 134.60%-123.6pp | 59.30%-48.3pp |
| Employer contribution / active EE | $2,091 | $895+133.8% | $2,122-1.5% | $2,234-6.4% |
| Participant deferral / active EE | $4,040 | $2,453+64.7% | $3,373+19.8% | $3,806+6.2% |
| Admin fee / account holder | $329 | $287+14.7% | $5,961-94.5% | $158+108.6% |