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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,568 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
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.
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 | $14,931 | $55,636-73.2% | $81,983-81.8% | $73,488-79.7% |
| Participation rate | 68.1% | 62.3%+5.8pp | 69.2%-1.2pp | 70.7%-2.6pp |
| Annual return | 4.20% | 19.07%-14.9pp | 41.31%-37.1pp | 28.51%-24.3pp |
| Employer contribution / active EE | $1,361 | $1,625-16.2% | $2,498-45.5% | $2,270-40.0% |
| Participant deferral / active EE | $1,086 | $2,762-60.7% | $3,722-70.8% | $3,740-71.0% |
| Admin fee / account holder | $9 | $493-98.2% | $5,664-99.8% | $513-98.3% |