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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 · EIN 36-3429599 | 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $791 | $30,599-97.4% | $74,577-98.9% | $57,658-98.6% |
| Participation rate | 18.5% | 49.1%-30.7pp | 68.1%-49.7pp | 70.2%-51.8pp |
| Annual return | 0.00% | 14.24%-14.2pp | 20.47%-20.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $152 | $1,000-84.8% | $2,525-94.0% | $1,974-92.3% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |