Filed December 17, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $27,942 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 12 · EIN 46-2023154 | Plan Administrator; Recordkeeping and... | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
RELIANCE TRUST COMPANY2 years Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,473 | $43,717-71.5% | $81,473-84.7% | $77,958-84.0% |
| Participation rate | 61.1% | 42.5%+18.6pp | 68.0%-6.9pp | 71.6%-10.5pp |
| Annual return | 15.74% | 23.83%-8.1pp | 38.78%-23.0pp | 20.87%-5.1pp |
| Employer contribution / active EE | $442 | $919-51.9% | $2,568-82.8% | $2,310-80.9% |
| Participant deferral / active EE | $700 | $1,783-60.8% | $3,537-80.2% | $3,537-80.2% |
| Admin fee / account holder | $41 | $108-62.2% | $4,561-99.1% | $97-58.2% |