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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $75,010 |
Service code 27 · EIN 46-1028567 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,462 |
Service code 27 100 PASSAIC AVE · FAIRFIELD, NJ 07004 | Advisory (Plan) | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,959 | $84,493+232.5% | $125,381+124.1% | $66,938+319.7% |
| Participation rate | 84.6% | 76.4%+8.2pp | 82.4%+2.2pp | 69.8%+14.8pp |
| Annual return | -15.93% | -8.49%-7.4pp | 572.31%-588.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,829 | $3,554+7.7% | $4,815-20.5% | $2,545+50.4% |
| Participant deferral / active EE | $10,757 | $6,783+58.6% | $7,448+44.4% | $4,238+153.8% |
| Admin fee / account holder | $380 | $685-44.5% | $10,007-96.2% | $594-36.0% |