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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $318 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES Service code 49 | Other Services | $16 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL MGMT Service code 27 | Advisory (Plan) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,596 | $23,385-63.2% | $69,182-87.6% | $57,658-85.1% |
| Participation rate | 15.1% | 37.9%-22.8pp | 55.1%-40.0pp | 70.2%-55.1pp |
| Annual return | 13.11% | -659.34%+672.5pp | -21.93%+35.0pp | 5.13%+8.0pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $321 | $843-61.9% | $1,897-83.1% | $3,061-89.5% |
| Admin fee / account holder | $4 | $82-94.7% | $2,697-99.8% | $95-95.4% |