Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $24,962 |
Filed as: MASS MUTUAL Service code 16 273 PONCE DE LEON AVE · SAN JUAN, PR 00917 | Consulting | $10,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,919 | $29,525-46.1% | $56,033-71.6% | $77,736-79.5% |
| Participation rate | 37.7% | 32.7%+5.1pp | 52.5%-14.8pp | 70.6%-32.9pp |
| Annual return | 12.57% | 18.90%-6.3pp | 1711.38%-1698.8pp | 31.26%-18.7pp |
| Employer contribution / active EE | $582 | $569+2.2% | $1,041-44.1% | $2,728-78.7% |
| Participant deferral / active EE | $1,014 | $1,062-4.5% | $1,954-48.1% | $4,651-78.2% |
| Admin fee / account holder | $141 | $1,040-86.4% | $2,827-95.0% | $433-67.4% |