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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 | $1,237 |
EIP CORP5 years Service code 13 · EIN 48-0949535 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $1,100 |
Service code 28 · EIN 61-1732930 35 EAST WACKER DR. · CHICAGO, IL 60601 | Investment Management | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 64 · EIN 04-1590850 1277 MAIN ST · SPRINGFIELD, MA 011110001 | Recordkeeping Fees | $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 | $34,181 | $54,573-37.4% | $90,970-62.4% | $73,493-53.5% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 70.7%+25.6pp |
| Annual return | 20.61% | 16.69%+3.9pp | 134.58%-114.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $194 | $991-80.5% | $2,122-90.9% | $2,270-91.5% |
| Participant deferral / active EE | $3,297 | $2,517+31.0% | $3,373-2.3% | $3,740-11.9% |
| Admin fee / account holder | $16 | $521-97.0% | $5,960-99.7% | $513-96.9% |