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 |
|---|---|---|
THE BENEFIT PRACTICE2+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $4,277 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $964 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 59 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,811 | $42,546-69.9% | $71,796-82.2% | $55,167-76.8% |
| Participation rate | 62.6% | 59.1%+3.5pp | 69.1%-6.5pp | 69.0%-6.4pp |
| Annual return | 9.01% | 12.36%-3.4pp | 78.04%-69.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,972 | $803+145.4% | $1,924+2.5% | $1,963+0.5% |
| Participant deferral / active EE | $2,815 | $2,064+36.4% | $2,794+0.7% | $3,054-7.8% |
| Admin fee / account holder | $33 | $650-94.9% | $4,815-99.3% | $504-93.4% |