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 | $43,167 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $39,299 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 | Contract Administrator | $5,913 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $230,150 | $67,602+240.5% | $82,312+179.6% | $70,126+228.2% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 26.27% | 21.57%+4.7pp | 25.88%+0.4pp | 73.15%-46.9pp |
| Employer contribution / active EE | $5,387 | $1,755+207.0% | $2,428+121.8% | $2,343+130.0% |
| Participant deferral / active EE | $9,643 | $2,987+222.8% | $3,706+160.2% | $3,332+189.4% |
| Admin fee / account holder | $335 | $4,512-92.6% | $5,608-94.0% | $4,645-92.8% |