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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,858 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 49 · EIN 36-3429599 | Other Services | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,479 | $71,192-19.3% | $117,861-51.2% | $62,293-7.7% |
| Participation rate | 39.1% | 74.2%-35.1pp | 79.7%-40.6pp | 69.5%-30.4pp |
| Annual return | 19.84% | 18.66%+1.2pp | 335.11%-315.3pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,321 | $1,934-31.7% | $3,786-65.1% | $2,042-35.3% |
| Participant deferral / active EE | $2,802 | $3,189-12.1% | $4,482-37.5% | $3,169-11.6% |
| Admin fee / account holder | $11 | $587-98.1% | $8,021-99.9% | $479-97.7% |