Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,276 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,709 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $11,412 |
BENEFIT SOLUTIONS, ETC.1+ years Filed as: BENEFIT SOLUTIONS, ETC Service code 13 | Contract Administrator | $4,036 |
BENEFIT SOLUTIONS, ETC.1+ years Service code 13 · EIN 81-3186048 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,413 | $58,888+7.7% | $178,499-64.5% | $73,493-13.7% |
| Participation rate | 45.4% | 66.2%-20.8pp | 81.9%-36.5pp | 70.7%-25.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,229 | $2,236-0.3% | $5,011-55.5% | $2,270-1.8% |
| Participant deferral / active EE | $1,643 | $2,568-36.0% | $5,202-68.4% | $3,740-56.1% |
| Admin fee / account holder | $407 | $400+1.6% | $13,986-97.1% | $513-20.7% |