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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SVCS INS AGCY Service code 27 · EIN 51-0120742 | Advisory (Plan) | $8,216 |
Service code 13 · EIN 27-0475956 | Contract Administrator | $5,290 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $173 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS ,LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $0 |
MORNINGSTAR1 year 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $92,928 | $58,726+58.2% | $92,240+0.7% | $62,293+49.2% |
| Participation rate | 21.4% | 68.3%-47.0pp | 76.5%-55.1pp | 69.5%-48.1pp |
| Annual return | 12.81% | 43.62%-30.8pp | 176.29%-163.5pp | 28.90%-16.1pp |
| Employer contribution / active EE | $196 | $2,392-91.8% | $3,680-94.7% | $2,042-90.4% |
| Participant deferral / active EE | $803 | $2,766-71.0% | $3,897-79.4% | $3,169-74.7% |
| Admin fee / account holder | $188 | $556-66.1% | $5,194-96.4% | $479-60.7% |