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 52 · EIN 04-1590850 | Indirect Investment Fees | $15,776 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 13 | Contract Administrator | $10,720 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,250 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 06-1504963 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,871 | $37,213-68.1% | $156,551-92.4% | $63,975-81.4% |
| Participation rate | 28.6% | 65.0%-36.4pp | 84.0%-55.4pp | 71.1%-42.5pp |
| Annual return | 11.97% | 47.89%-35.9pp | 32.23%-20.3pp | 48.65%-36.7pp |
| Employer contribution / active EE | $30 | $1,357-97.8% | $5,501-99.5% | $2,182-98.6% |
| Participant deferral / active EE | $668 | $2,070-67.7% | $4,871-86.3% | $3,356-80.1% |
| Admin fee / account holder | $29 | $56-49.1% | $13,028-99.8% | $70-59.3% |