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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $21,133 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST INVESTMENTS, LLC Service code 28 · EIN 36-1245570 | Investment Management | $3,494 |
BLACKROCK4 years Service code 28 · EIN 04-6171663 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 13-3867060 | Investment Management | $0 |
IVY FUNDS4 years Service code 28 · EIN 04-6006759 | Investment Management | $0 |
JANUS HENDERSON4 years Service code 28 · EIN 84-0592523 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3279774 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 · EIN 26-3613641 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 13-4146187 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,227 | $66,124-34.6% | $90,440-52.2% | $73,493-41.2% |
| Participation rate | 95.5% | 69.7%+25.9pp | 72.7%+22.9pp | 70.7%+24.9pp |
| Annual return | 11.71% | 17.65%-5.9pp | 1294.38%-1282.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $79 | $2,346-96.6% | $3,263-97.6% | $2,270-96.5% |
| Participant deferral / active EE | $1,022 | $3,039-66.4% | $3,964-74.2% | $3,740-72.7% |
| Admin fee / account holder | $79 | $396-79.9% | $5,615-98.6% | $513-84.5% |