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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,409 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $10,132 | $52,884-80.8% | $84,753-88.0% | $55,167-81.6% |
| Participation rate | 43.6% | 67.5%-23.9pp | 76.6%-33.0pp | 69.0%-25.4pp |
| Annual return | 83.94% | 18.03%+65.9pp | 22.78%+61.2pp | 169.23%-85.3pp |
| Employer contribution / active EE | $854 | $2,233-61.8% | $3,574-76.1% | $1,963-56.5% |
| Participant deferral / active EE | $1,266 | $2,644-52.1% | $3,712-65.9% | $3,054-58.5% |
| Admin fee / account holder | $53 | $581-90.8% | $5,333-99.0% | $504-89.4% |