Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $14,555 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,140 |
Filed as: MESIROW FINANCE INVESTMENT MGT INC Service code 49 · EIN 36-3429599 | Other Services | $0 |
BAIRD FUNDS1 year Filed as: ROBERT MACWHINNIE Service code 99 1035 BOYCE ROAD · PITTSBURGH, PA 15241 | Other Fees | $0 |
Participant contribution per participant 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 | $19,714 | $44,221-55.4% | $121,220-83.7% | $56,287-65.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.8%+28.2pp | 69.9%+30.1pp |
| Annual return | -5.30% | -3.58%-1.7pp | 16.94%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,591 | $1,480+7.5% | $4,023-60.4% | $2,111-24.6% |
| Participant deferral / active EE | $965 | $2,521-61.7% | $3,345-71.2% | $3,350-71.2% |
| Admin fee / account holder | $18 | $480-96.3% | $5,021-99.6% | $521-96.6% |