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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1277 MAIN ST · SPRINGFIELD, MA 011110001 | Recordkeeping | $1,054 |
EIP CORP3 years Service code 13 · EIN 48-0949535 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $600 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 1277 MAIN ST · SPRINGFIELD, MA 011110001 | Recordkeeping Fees | $454 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Service code 28 · EIN 61-1732930 35 EAST WACKER DR. · CHICAGO, IL 60601 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGMT Service code 49 · EIN 36-3429599 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Other Services | $0 |
Employer 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 | $24,964 | $42,548-41.3% | $74,551-66.5% | $56,289-55.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -5.72% | 12.40%-18.1pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $100 | $855-88.3% | $1,961-94.9% | $2,111-95.3% |
| Participant deferral / active EE | $3,282 | $2,277+44.1% | $3,108+5.6% | $3,350-2.0% |
| Admin fee / account holder | $9 | $467-98.1% | $5,059-99.8% | $521-98.3% |