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 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $11,514 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $6,339 |
REGIONS BANK5 years Filed as: REGIONS BANK 63-0371391 Service code 27 | Advisory (Plan) | $3,055 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $1,015 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,206 | $91,198-47.1% | $178,503-73.0% | $79,856-39.6% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.2pp | 69.6%-5.9pp |
| Annual return | 8.48% | 24.20%-15.7pp | 151.12%-142.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,398 | $3,257-57.1% | $5,011-72.1% | $2,471-43.4% |
| Participant deferral / active EE | $1,802 | $3,237-44.3% | $5,202-65.4% | $3,741-51.8% |
| Admin fee / account holder | $105 | $6,748-98.4% | $13,987-99.3% | $5,306-98.0% |