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: MASS MUTUAL Service code 62 | Float revenue | $40,456 |
Filed as: EDWARD D. JONES & CO. Service code 22 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Insurance Broker | $9,867 |
Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 16 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Consulting | $9,450 |
Filed as: MASS MUTAL Service code 62 | Float revenue | $2,382 |
Filed as: MASSACHCHUSETTS MUTUAL LIFE INS. CO Service code 62 · EIN 04-1590850 P.O. BOX 1583 · HARTFORD, CT 061441583 | Insurance mortality and expense charg... | $1,160 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,761 | $71,192-70.8% | $117,861-82.4% | $62,293-66.7% |
| Participation rate | 94.2% | 74.2%+20.0pp | 79.7%+14.5pp | 69.5%+24.7pp |
| Annual return | 18.76% | 18.66%+0.1pp | 335.11%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $3,684 | $1,934+90.5% | $3,786-2.7% | $2,042+80.4% |
| Participant deferral / active EE | $2,372 | $3,189-25.6% | $4,482-47.1% | $3,169-25.2% |
| Admin fee / account holder | $73 | $587-87.6% | $8,021-99.1% | $479-84.9% |