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 | $775 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST CO Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: ENVESTNET Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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 | $89,842 | $74,024+21.4% | $78,002+15.2% | $57,658+55.8% |
| Participation rate | 36.2% | 79.7%-43.6pp | 75.5%-39.4pp | 70.2%-34.1pp |
| Annual return | 7.40% | 12.14%-4.7pp | 425.99%-418.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $828 | $2,365-65.0% | $2,470-66.5% | $1,974-58.0% |
| Participant deferral / active EE | $1,361 | $3,533-61.5% | $3,497-61.1% | $3,061-55.5% |
| Admin fee / account holder | $3 | $93-96.7% | $5,481-99.9% | $95-96.8% |