Filed January 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Service code 99 · EIN 58-2380163 | Other Fees | $4,960 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $859 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MNGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,625 | $54,320-63.9% | $67,653-71.0% | $52,331-62.5% |
| Participation rate | 62.2% | 73.6%-11.4pp | 75.7%-13.4pp | 68.1%-5.9pp |
| Annual return | 1.07% | 6.81%-5.7pp | 6625.22%-6624.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,546 | $1,544+0.1% | $2,266-31.8% | $1,882-17.9% |
| Participant deferral / active EE | $2,405 | $2,950-18.5% | $3,560-32.4% | $3,022-20.4% |
| Admin fee / account holder | $55 | $527-89.6% | $4,821-98.9% | $592-90.7% |