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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,444 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES LLC Service code 49 | Other Services | $16 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
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 | $27,803 | $53,925-48.4% | $75,670-63.3% | $69,631-60.1% |
| Participation rate | 96.4% | 71.2%+25.2pp | 72.3%+24.0pp | 70.7%+25.7pp |
| Annual return | 11.14% | 17.84%-6.7pp | 27.34%-16.2pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $1,055 | $1,802-41.5% | $2,352-55.2% | $2,032-48.1% |
| Participant deferral / active EE | $1,549 | $2,569-39.7% | $3,142-50.7% | $3,224-52.0% |
| Admin fee / account holder | $18 | $97-81.0% | $5,800-99.7% | $110-83.3% |