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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,230 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 · EIN 83-3030706 | Contract Administrator | $2,400 |
ANNE DESROSIERS2+ years Filed as: ANNE DEL ROSARIO Service code 55 10 S LASALLE STREET STE 2400 · CHICAGO, IL 60603 | Other Commissions | $0 |
Service code 28 · EIN 61-1732293 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENTS 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.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,442 | $52,293-91.5% | $178,503-97.5% | $73,412-93.9% |
| Participation rate | 20.3% | 65.3%-45.1pp | 81.9%-61.6pp | 72.2%-51.9pp |
| Annual return | 12.07% | 34.75%-22.7pp | 151.12%-139.0pp | 59.30%-47.2pp |
| Employer contribution / active EE | $214 | $1,736-87.7% | $5,011-95.7% | $2,234-90.4% |
| Participant deferral / active EE | $514 | $2,333-78.0% | $5,202-90.1% | $3,806-86.5% |
| Admin fee / account holder | $87 | $127-31.5% | $13,987-99.4% | $158-44.7% |