Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,611 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $9,828 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $8,439 |
CBIC1 year Service code 99 · EIN 91-1082952 | Other Fees | $332 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSUCHUSETTS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,355 | $56,894-32.6% | $84,753-54.7% | $62,881-39.0% |
| Participation rate | 73.8% | 68.5%+5.2pp | 76.6%-2.8pp | 69.3%+4.4pp |
| Annual return | 5.70% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $12,341 | $2,400+414.3% | $3,574+245.3% | $2,281+441.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $382 | $3,581-89.3% | $5,333-92.8% | $4,296-91.1% |