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: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $653,923 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $160,919 |
VERUS3+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $68,270 |
HILL, FARRER & BURRILL LLP3+ years Service code 29 · EIN 95-2153880 | Legal | $24,103 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $17,700 |
Filed as: WOHLNER KAPLON PHILLIPS ET AL Service code 29 · EIN 95-2699554 | Legal | $13,094 |
Filed as: MASS MUTUAL Service code 15 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,785 | $59,184-56.4% | $92,240-72.0% | $177,276-85.5% |
| Participation rate | 77.7% | 85.6%-8.0pp | 76.5%+1.2pp | 74.8%+2.8pp |
| Annual return | 15.92% | 15.88%0pp | 176.29%-160.4pp | 21.25%-5.3pp |
| Employer contribution / active EE | $1,194 | $2,985-60.0% | $3,680-67.5% | $2,479-51.8% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $192 | $98+95.3% | $5,194-96.3% | $154+24.7% |