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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $21,906 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,174 |
Filed as: MESIROW FINANACIAL INVESTMENT MGMT Service code 27 | Advisory (Plan) | $22 |
Service code 28 · EIN 04-1590850 | Investment Management | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 52 | Indirect Investment Fees | $0 |
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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,081 | $41,281-34.4% | $109,313-75.2% | $57,658-53.0% |
| Participation rate | 19.6% | 59.3%-39.7pp | 71.3%-51.7pp | 70.2%-50.6pp |
| Annual return | 6.15% | 8.97%-2.8pp | 22.07%-15.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $161 | $1,201-86.6% | $3,892-95.9% | $1,974-91.8% |
| Participant deferral / active EE | $496 | $2,223-77.7% | $3,166-84.3% | $3,061-83.8% |
| Admin fee / account holder | $11 | $75-85.9% | $5,666-99.8% | $95-88.8% |