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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $7,061 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 27 | Advisory (Plan) | $0 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $0 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 25-1759623 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,116 | $59,191-76.2% | $76,767-81.6% | $56,289-74.9% |
| Participation rate | 79.4% | 75.2%+4.1pp | 77.0%+2.4pp | 69.9%+9.5pp |
| Annual return | -4.50% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $296 | $1,759-83.2% | $2,485-88.1% | $2,111-86.0% |
| Participant deferral / active EE | $1,250 | $3,255-61.6% | $3,852-67.6% | $3,350-62.7% |
| Admin fee / account holder | $45 | $489-90.8% | $6,675-99.3% | $521-91.4% |