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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $165,012 |
EDWARD JONES6+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $56,487 |
PINNACLE PENSION SERVICES6+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $55,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,661 | $56,095-38.2% | $178,503-80.6% | $90,274-61.6% |
| Participation rate | 64.1% | 65.6%-1.4pp | 81.9%-17.8pp | 73.4%-9.2pp |
| Annual return | 24.16% | 28.81%-4.6pp | 151.12%-127.0pp | 53.97%-29.8pp |
| Employer contribution / active EE | $1,489 | $1,572-5.3% | $5,011-70.3% | $2,523-41.0% |
| Participant deferral / active EE | $2,408 | $2,669-9.8% | $5,202-53.7% | $4,231-43.1% |
| Admin fee / account holder | $233 | $101+131.3% | $13,987-98.3% | $114+104.1% |