Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $964 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 52 · EIN 41-0944586 | Indirect Investment Fees | $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.
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).
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 | $17,336 | $65,704-73.6% | $94,229-81.6% | $59,633-70.9% |
| Participation rate | 18.9% | 72.1%-53.2pp | 78.8%-59.8pp | 68.7%-49.7pp |
| Annual return | 1.43% | 5.22%-3.8pp | 10.68%-9.3pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $435 | $2,021-78.5% | $3,587-87.9% | $2,203-80.2% |
| Participant deferral / active EE | $545 | $3,143-82.6% | $4,320-87.4% | $3,192-82.9% |
| Admin fee / account holder | $28 | $4,265-99.3% | $6,269-99.5% | $4,297-99.3% |