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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $9,050 |
UNITED BENEFIT PENSIONS INC.3 years Service code 49 · EIN 36-4517541 | Other Services | $3,188 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $394 |
Filed as: MESIROW FINANCIAL INV MANAGEMENT IN Service code 49 | Other Services | $22 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 | Recordkeeping | $8 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVEST MANAGEMENT Service code 49 · EIN 36-3429599 | Other Services | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,567 | $66,302+14.0% | $110,243-31.5% | $56,289+34.2% |
| Participation rate | 16.7% | 74.9%-58.2pp | 79.8%-63.2pp | 69.9%-53.2pp |
| Annual return | -6.93% | -1.18%-5.8pp | 314.76%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,168 | $3,381-65.5% | $4,672-75.0% | $3,350-65.1% |
| Admin fee / account holder | $94 | $698-86.5% | $8,548-98.9% | $521-81.9% |