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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,199 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $0 |
STEPHENS INSURANCE LLC1+ years Service code 22 · EIN 20-5068534 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $74,814 | $57,108+31.0% | $94,229-20.6% | $52,331+43.0% |
| Participation rate | 67.5% | 72.9%-5.5pp | 78.8%-11.3pp | 68.1%-0.6pp |
| Annual return | -0.87% | 1.47%-2.3pp | 10.68%-11.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $941 | $1,735-45.8% | $3,587-73.8% | $1,882-50.0% |
| Participant deferral / active EE | $3,058 | $3,040+0.6% | $4,320-29.2% | $3,022+1.2% |
| Admin fee / account holder | $52 | $546-90.4% | $6,269-99.2% | $592-91.2% |