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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,383 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $27 |
Filed as: ENVESTNET RETIREMENT SOLUSTION, LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,483 | $86,332-84.4% | $125,175-89.2% | $65,185-79.3% |
| Participation rate | 70.4% | 75.3%-4.9pp | 79.8%-9.4pp | 70.2%+0.2pp |
| Annual return | 15.25% | 27.43%-12.2pp | 43.79%-28.5pp | 29.38%-14.1pp |
| Employer contribution / active EE | $550 | $2,040-73.0% | $3,865-85.8% | $2,177-74.7% |
| Participant deferral / active EE | $759 | $3,537-78.5% | $4,937-84.6% | $3,514-78.4% |
| Admin fee / account holder | $163 | $609-73.3% | $9,702-98.3% | $847-80.8% |