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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,995 |
Service code 49 | Other Services | $20 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $20 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MANGEM Service code 49 · EIN 36-9429599 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,350 | $55,453-32.6% | $170,435-78.1% | $62,293-40.0% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 12.48% | 21.38%-8.9pp | 205.94%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,560 | $2,164-27.9% | $5,432-71.3% | $2,042-23.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $23 | $455-94.9% | $13,881-99.8% | $479-95.1% |