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 LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $2,178 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 95-2834236 | Advisory (Participants) | $0 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,423 | $49,138-60.5% | $84,023-76.9% | $65,186-70.2% |
| Participation rate | 82.9% | 60.7%+22.2pp | 69.0%+13.9pp | 70.2%+12.7pp |
| Annual return | 16.11% | 23.00%-6.9pp | 71.32%-55.2pp | 29.39%-13.3pp |
| Employer contribution / active EE | $537 | $914-41.3% | $1,984-73.0% | $2,177-75.3% |
| Participant deferral / active EE | $3,209 | $2,397+33.9% | $3,239-0.9% | $3,514-8.7% |
| Admin fee / account holder | $10 | $543-98.1% | $6,102-99.8% | $847-98.8% |