| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $200,812 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 52 | Indirect Investment Fees | $69,935 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
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 | $20,964 | $31,370-33.2% | $74,577-71.9% | $63,975-67.2% |
| Participation rate | 80.1% | 42.6%+37.5pp | 68.1%+12.0pp | 71.1%+9.0pp |
| Annual return | 8.21% | -105.16%+113.4pp | 20.47%-12.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $577 | $822-29.8% | $2,525-77.1% | $2,182-73.5% |
| Participant deferral / active EE | $2,389 | $1,560+53.1% | $3,458-30.9% | $3,356-28.8% |
| Admin fee / account holder | $17 | $77-77.3% | $4,138-99.6% | $70-75.2% |