Filed May 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $140 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $22 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MASSACHUESTTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $270 | $202,326-99.9% | $172,745-99.8% | $152,870-99.8% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | -0.29% | 1029.72%-1030.0pp | 802.90%-803.2pp | 345.34%-345.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $33,628 | $5,948+465.4% | $5,197+547.0% | $5,850+474.8% |
| Admin fee / account holder | $125 | $17,110-99.3% | $13,954-99.1% | $11,597-98.9% |