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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,432 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $22,431 | $75,183-70.2% | $123,894-81.9% | $55,167-59.3% |
| Participation rate | 62.1% | 72.8%-10.8pp | 81.4%-19.3pp | 69.0%-6.9pp |
| Annual return | 5.40% | 19.01%-13.6pp | 47.52%-42.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $2,106 | $2,823-25.4% | $4,617-54.4% | $1,963+7.3% |
| Participant deferral / active EE | $5,116 | $5,084+0.6% | $5,984-14.5% | $3,054+67.5% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.2% |