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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $40,670 |
Service code 14 · EIN 27-0293282 | Plan Administrator | $34,401 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,006 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
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 | $11,968 | $46,219-74.1% | $89,435-86.6% | $90,274-86.7% |
| Participation rate | 1.5% | 44.9%-43.4pp | 68.0%-66.5pp | 73.4%-71.9pp |
| Annual return | 6.78% | 25.71%-18.9pp | 245.55%-238.8pp | 53.97%-47.2pp |
| Employer contribution / active EE | $43 | $953-95.5% | $2,587-98.3% | $2,523-98.3% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,231-100.0% |
| Admin fee / account holder | $343 | $147+133.9% | $4,884-93.0% | $114+201.2% |