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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $5,357 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MICHAEL WOODS Service code 22 · EIN 04-3109325 3550 LENOX RD NE STE 1100 · ATLANTA, GA 30326 | Insurance Broker | $0 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $0 |
MY BENEFITS, LLC1 year Service code 13 · EIN 45-2098380 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,327 | $42,548-61.6% | $74,551-78.1% | $56,289-71.0% |
| Participation rate | 18.4% | 60.5%-42.1pp | 69.1%-50.7pp | 69.9%-51.5pp |
| Annual return | -8.55% | 12.40%-21.0pp | 32.53%-41.1pp | -9.96%+1.4pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,575 | $2,277-30.8% | $3,108-49.3% | $3,350-53.0% |
| Admin fee / account holder | $145 | $467-69.1% | $5,059-97.1% | $521-72.3% |