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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,015 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 | Advisory (Plan) | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $92,688 | $60,165+54.1% | $74,184+24.9% | $55,167+68.0% |
| Participation rate | 71.8% | 74.2%-2.3pp | 76.6%-4.8pp | 69.0%+2.9pp |
| Annual return | 9.06% | 10.00%-0.9pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $2,159 | $1,600+35.0% | $2,370-8.9% | $1,963+10.0% |
| Participant deferral / active EE | $4,212 | $2,973+41.7% | $3,550+18.7% | $3,054+37.9% |
| Admin fee / account holder | $25 | $419-94.1% | $5,586-99.6% | $504-95.1% |