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: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $19,716 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,394 | $107,440-83.8% | $105,736-83.5% | $55,725-68.8% |
| Participation rate | 61.7% | 55.5%+6.2pp | 76.3%-14.7pp | 70.9%-9.2pp |
| Annual return | -3.28% | -0.59%-2.7pp | 6.27%-9.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $762 | $1,448-47.4% | $3,268-76.7% | $2,078-63.3% |
| Participant deferral / active EE | $1,808 | $2,171-16.7% | $4,080-55.7% | $3,356-46.1% |
| Admin fee / account holder | $76 | $283-73.3% | $6,913-98.9% | $115-34.4% |