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 | $63,123 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST CO Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, Service code 49 | Other Services | $16 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,215 | $168,231-93.3% | $67,834-83.5% | $63,975-82.5% |
| Participation rate | 41.0% | 66.8%-25.8pp | 68.8%-27.8pp | 71.1%-30.1pp |
| Annual return | 6.03% | 11.76%-5.7pp | 138.47%-132.4pp | 48.65%-42.6pp |
| Employer contribution / active EE | $129 | $1,907-93.3% | $2,403-94.7% | $2,182-94.1% |
| Participant deferral / active EE | $551 | $2,827-80.5% | $3,160-82.6% | $3,356-83.6% |
| Admin fee / account holder | $44 | $81-45.7% | $4,622-99.1% | $70-37.9% |