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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $4,633 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $645 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | Other Services | $20 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,865 | $63,314+41.9% | $91,004-1.3% | $62,293+44.3% |
| Participation rate | 88.5% | 73.3%+15.1pp | 75.6%+12.9pp | 69.5%+18.9pp |
| Annual return | 12.59% | 21.00%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $3,196 | $1,807+76.8% | $2,456+30.1% | $2,042+56.5% |
| Participant deferral / active EE | $2,960 | $2,944+0.5% | $3,548-16.6% | $3,169-6.6% |
| Admin fee / account holder | $24 | $468-94.8% | $5,417-99.6% | $479-94.9% |