Filed June 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $625 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Filed as: MESIROW FINANCIAL Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,359 | $62,324+48.2% | $68,509+34.8% | $55,191+67.3% |
| Participation rate | 38.5% | 78.9%-40.3pp | 74.7%-36.2pp | 69.2%-30.6pp |
| Annual return | 4.04% | 4.26%-0.2pp | 8.27%-4.2pp | 10.78%-6.7pp |
| Employer contribution / active EE | $726 | $2,223-67.3% | $2,278-68.1% | $1,899-61.7% |
| Participant deferral / active EE | $1,178 | $3,425-65.6% | $3,382-65.2% | $3,046-61.3% |
| Admin fee / account holder | $3 | $91-97.2% | $5,275-100.0% | $91-97.2% |