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 04-1598050 | Recordkeeping | $4,156 |
LOREN D. STARK COMPANY1 year Service code 13 · EIN 74-1537058 | Contract Administrator | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP SERCURITIES INC Service code 33 · EIN 74-2794194 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $84,683 | $65,376+29.5% | $87,104-2.8% | $65,185+29.9% |
| Participation rate | 78.3% | 75.3%+3.0pp | 76.9%+1.4pp | 70.2%+8.1pp |
| Annual return | 6.10% | 31.27%-25.2pp | 28.19%-22.1pp | 29.38%-23.3pp |
| Employer contribution / active EE | $1,727 | $1,822-5.2% | $2,521-31.5% | $2,177-20.7% |
| Participant deferral / active EE | $4,430 | $3,388+30.7% | $4,048+9.4% | $3,514+26.1% |
| Admin fee / account holder | $27 | $520-94.7% | $7,491-99.6% | $847-96.8% |