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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $15,960 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,404 | $26,805-35.1% | $59,496-70.7% | $52,331-66.7% |
| Participation rate | 28.0% | 39.3%-11.4pp | 54.6%-26.6pp | 68.1%-40.1pp |
| Annual return | 0.50% | 2.61%-2.1pp | 182.05%-181.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $70 | $450-84.4% | $1,153-93.9% | $1,882-96.3% |
| Participant deferral / active EE | $484 | $916-47.2% | $1,829-73.6% | $3,022-84.0% |
| Admin fee / account holder | $234 | $305-23.1% | $2,232-89.5% | $592-60.4% |