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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 55 · EIN 13-2638166 | Other Commissions | $24,178 |
Filed as: MASSACHUSETTS MUTUAL RETIREMENT Service code 15 · EIN 26-1589907 | Recordkeeping | $3,008 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $18 |
Filed as: MASSACHUSETTS RETIREMENT SERVICES Service code 52 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,294 | $48,313+57.9% | $73,309+4.1% | $52,331+45.8% |
| Participation rate | 73.8% | 68.6%+5.2pp | 74.9%-1.1pp | 68.1%+5.7pp |
| Annual return | -1.64% | 3.85%-5.5pp | 5.67%-7.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,076 | $4,189-2.7% | $4,991-18.3% | $3,022+34.9% |
| Admin fee / account holder | $22 | $404-94.4% | $5,635-99.6% | $592-96.2% |