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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $6,954 |
OTHER1 year Service code 49 · EIN 06-0974148 | Other Services | $2,692 |
Service code 49 · EIN 36-4517541 | Other Services | $869 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $332 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $140 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT IN 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $57,332 | $63,924-10.3% | $108,582-47.2% | $55,167+3.9% |
| Participation rate | 20.0% | 74.3%-54.3pp | 79.6%-59.6pp | 69.0%-49.0pp |
| Annual return | 7.46% | 15.31%-7.9pp | -51.70%+59.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,067 | $3,067-65.2% | $4,311-75.3% | $3,054-65.1% |
| Admin fee / account holder | $98 | $618-84.2% | $7,645-98.7% | $504-80.6% |