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 |
|---|---|---|
FIRST PARTY ADMINISTRATOR, LLC1+ years Filed as: FIRST PARTY ADMINISTRATOR LLC Service code 50 · EIN 46-2023154 5352 PEACHTREE RD. · ATLANTA, GA 30341 | Direct Payment | $12,911 |
Filed as: MASS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 MASSACHUSETTS MUTUAL LIFE INS CO · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $7,952 |
FIRST PARTY ADMINISTRATOR, LLC1+ years Filed as: FIRST PARTY ADMINISTRATOR Service code 13 · EIN 46-2023154 5352 PEACHTREE RD. · ATLANTA, GA 30341 | Contract Administrator | $0 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $9,332 | $36,916-74.7% | $156,551-94.0% | $57,658-83.8% |
| Participation rate | 60.3% | 63.4%-3.1pp | 84.0%-23.7pp | 70.2%-9.9pp |
| Annual return | 6.55% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $73 | $1,571-95.3% | $5,501-98.7% | $1,974-96.3% |
| Participant deferral / active EE | $248 | $1,926-87.1% | $4,871-94.9% | $3,061-91.9% |
| Admin fee / account holder | $158 | $82+92.0% | $13,028-98.8% | $95+67.5% |