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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,700 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 55 · EIN 39-1816008 | Other Commissions | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC PGC Service code 49 · EIN 34-1542819 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,905 | $63,114-65.3% | $92,893-76.4% | $65,185-66.4% |
| Participation rate | 81.3% | 68.8%+12.5pp | 76.0%+5.3pp | 70.2%+11.1pp |
| Annual return | 18.56% | 28.75%-10.2pp | 109.41%-90.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $4 | $2,571-99.8% | $3,653-99.9% | $2,177-99.8% |
| Participant deferral / active EE | $2,941 | $3,108-5.4% | $4,236-30.6% | $3,514-16.3% |
| Admin fee / account holder | $10 | $624-98.3% | $5,794-99.8% | $847-98.8% |