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 49 · EIN 04-1590850 | Other Services | $117,708 |
Service code 26 3930 E RAY ROAD STE 170 · PHOENIX, AZ 85044 | Advisory (Participants) | $41,340 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $24,976 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON EIN 75-2401150 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS EIN 52-0792143 Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Filed as: PIMCO FUNDS EIN 95-2632339 Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999975 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,799 | $58,101-40.1% | $118,914-70.7% | $73,412-52.6% |
| Participation rate | 71.7% | 56.1%+15.6pp | 75.4%-3.7pp | 72.2%-0.4pp |
| Annual return | 9.24% | 20.56%-11.3pp | 35.89%-26.6pp | 59.30%-50.1pp |
| Employer contribution / active EE | $427 | $1,445-70.5% | $3,264-86.9% | $2,234-80.9% |
| Participant deferral / active EE | $1,509 | $2,400-37.1% | $4,266-64.6% | $3,806-60.3% |
| Admin fee / account holder | $439 | $138+218.3% | $6,582-93.3% | $158+178.3% |