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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $48,444 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $5,838 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC OF PEORIA Service code 13 · EIN 58-2605083 222 N E MONROE SUITE 903 · PEORIA, IL 61602 | Contract Administrator | $4,675 |
DAVID ROMANO1+ years Filed as: DAVID A PEARRE Service code 53 101 WAUKEGAN RD STE 990 · LAKE BLUFF, IL 60044 | Insurance Commissions | $0 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS F ZIELINSKI Service code 53 2901 KING JAMES AVE · ST CHARLES, IL 60174 | Insurance Commissions | $0 |
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 | $10,566 | $39,859-73.5% | $78,676-86.6% | $57,658-81.7% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -1.80% | 18.96%-20.8pp | 62.19%-64.0pp | 5.13%-6.9pp |
| Employer contribution / active EE | $1,500 | $1,786-16.0% | $2,850-47.4% | $1,974-24.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $61 | $76-20.3% | $4,510-98.7% | $95-35.8% |