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: MASS MUTUTAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,255 | $33,745-54.8% | $64,105-76.2% | $55,191-72.4% |
| Participation rate | 41.0% | 59.4%-18.3pp | 68.2%-27.1pp | 69.2%-28.1pp |
| Annual return | 3.44% | 4.95%-1.5pp | 791.24%-787.8pp | 10.78%-7.3pp |
| Employer contribution / active EE | $81 | $641-87.4% | $1,820-95.6% | $1,899-95.8% |
| Participant deferral / active EE | $863 | $1,929-55.3% | $2,822-69.4% | $3,046-71.7% |
| Admin fee / account holder | $4 | $94-96.1% | $4,499-99.9% | $91-95.9% |