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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $3,856 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $327 |
Filed as: MESIROW FINANCIAL INVSTMNT MGMT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,701 | $37,039-79.2% | $147,617-94.8% | $59,188-87.0% |
| Participation rate | 17.9% | 63.8%-45.8pp | 84.6%-66.7pp | 69.4%-51.5pp |
| Annual return | 8.82% | 7.19%+1.6pp | 61.98%-53.2pp | 5.51%+3.3pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,565-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $392 | $2,094-81.3% | $4,895-92.0% | $3,265-88.0% |
| Admin fee / account holder | $6 | $60-89.2% | $11,611-99.9% | $92-93.0% |