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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 49 · EIN 51-0120742 | Other Services | $5,806 |
Service code 49 · EIN 36-4517541 | Other Services | $968 |
OTHER1 year Service code 49 · EIN 36-4317381 | Other Services | $300 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $231 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $150 |
Filed as: MESIROW FINANCIAL INV. MGMNT, INC. Service code 27 | Advisory (Plan) | $22 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,466 | $46,732-2.7% | $156,551-71.0% | $55,167-17.6% |
| Participation rate | 14.2% | 65.8%-51.6pp | 84.0%-69.8pp | 69.0%-54.8pp |
| Annual return | 2.32% | 17.72%-15.4pp | 32.23%-29.9pp | 169.23%-166.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $939 | $2,204-57.4% | $4,871-80.7% | $3,054-69.3% |
| Admin fee / account holder | $12 | $418-97.2% | $13,028-99.9% | $504-97.7% |