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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,261 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
RETIREMENT STRATEGIES, INC.2+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $0 |
STEPHENS INSURANCE LLC2+ 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 | $83,091 | $63,924+30.0% | $108,582-23.5% | $55,167+50.6% |
| Participation rate | 64.8% | 74.3%-9.5pp | 79.6%-14.8pp | 69.0%-4.2pp |
| Annual return | 6.92% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $878 | $1,879-53.3% | $3,758-76.6% | $1,963-55.3% |
| Participant deferral / active EE | $2,950 | $3,067-3.8% | $4,311-31.6% | $3,054-3.4% |
| Admin fee / account holder | $51 | $618-91.7% | $7,645-99.3% | $504-89.9% |