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 |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION DESIGN, INC Service code 15 · EIN 77-0088483 | Recordkeeping | $7,191 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $700 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 49 · EIN 13-2808480 | Other Services | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,552 | $42,548-21.1% | $74,549-55.0% | $56,287-40.4% |
| Participation rate | 42.2% | 60.5%-18.3pp | 69.1%-26.9pp | 69.9%-27.7pp |
| Annual return | -5.09% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $459 | $855-46.4% | $1,961-76.6% | $2,111-78.3% |
| Participant deferral / active EE | $833 | $2,277-63.4% | $3,108-73.2% | $3,350-75.1% |
| Admin fee / account holder | $80 | $467-82.9% | $5,059-98.4% | $521-84.7% |