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 15 · EIN 04-1590850 | Recordkeeping | $46,735 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 99 · EIN 13-5674085 | Other Fees | $19,309 |
Participant 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).
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 | $23,549 | $62,267-62.2% | $110,243-78.6% | $55,725-57.7% |
| Participation rate | 72.0% | 78.1%-6.1pp | 79.8%-7.8pp | 70.9%+1.1pp |
| Annual return | -1.13% | -1.07%-0.1pp | 314.76%-315.9pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,259 | $1,941-35.2% | $3,827-67.1% | $2,078-39.4% |
| Participant deferral / active EE | $1,787 | $3,516-49.2% | $4,672-61.8% | $3,356-46.7% |
| Admin fee / account holder | $36 | $121-70.4% | $8,548-99.6% | $115-68.9% |