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 52 · EIN 04-1590850 | Indirect Investment Fees | $28,132 |
Filed as: MML INVESTORS SERVICES LLC Service code 53 | Insurance Commissions | $11,664 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,916 | $58,888-52.6% | $178,499-84.4% | $73,493-62.0% |
| Participation rate | 42.1% | 66.2%-24.2pp | 81.9%-39.9pp | 70.7%-28.6pp |
| Annual return | 10.41% | 24.86%-14.5pp | 151.10%-140.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $506 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,178 | $2,568-54.1% | $5,202-77.4% | $3,740-68.5% |
| Admin fee / account holder | $279 | $400-30.4% | $13,986-98.0% | $513-45.7% |