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: MASSACHUSSETS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $60,818 |
PASADENA PRIVATE WEALTH LLC2 years Filed as: PASADENA PRIVATE WEALTH, LLC Service code 27 · EIN 82-4823358 | Advisory (Plan) | $36,577 |
Service code 13 · EIN 77-0536417 | Contract Administrator | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $0 |
Service code 13 · EIN 77-0586222 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,699 | $69,383-28.4% | $101,271-50.9% | $73,493-32.4% |
| Participation rate | 98.9% | 68.4%+30.5pp | 75.8%+23.1pp | 70.7%+28.2pp |
| Annual return | 9.74% | 18.46%-8.7pp | 46.48%-36.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,582 | $2,628-1.8% | $3,660-29.5% | $2,270+13.7% |
| Participant deferral / active EE | $3,870 | $3,301+17.3% | $4,371-11.4% | $3,740+3.5% |
| Admin fee / account holder | $275 | $704-60.9% | $5,948-95.4% | $513-46.4% |