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 | $7,696 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGT Service code 49 · EIN 36-3429599 | Other Services | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,862 | $73,638+13.9% | $95,960-12.6% | $73,493+14.1% |
| Participation rate | 78.6% | 76.2%+2.4pp | 77.1%+1.5pp | 70.7%+7.9pp |
| Annual return | 3.45% | 16.78%-13.3pp | 91.63%-88.2pp | 28.51%-25.1pp |
| Employer contribution / active EE | $2,573 | $1,863+38.1% | $2,541+1.3% | $2,270+13.4% |
| Participant deferral / active EE | $5,082 | $3,617+40.5% | $4,167+22.0% | $3,740+35.9% |
| Admin fee / account holder | $180 | $482-62.6% | $6,797-97.3% | $513-64.9% |