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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,638 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,472 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $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.
Participant 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.
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 | $4,611 | $31,424-85.3% | $81,473-94.3% | $69,631-93.4% |
| Participation rate | 28.8% | 50.8%-22.0pp | 68.0%-39.1pp | 70.7%-41.9pp |
| Annual return | 50.97% | 22.44%+28.5pp | 38.78%+12.2pp | 27571.02%-27520.1pp |
| Employer contribution / active EE | $1,462 | $1,029+42.1% | $2,568-43.1% | $2,032-28.0% |
| Participant deferral / active EE | $20 | $1,838-98.9% | $3,537-99.4% | $3,224-99.4% |
| Admin fee / account holder | $43 | $103-58.3% | $4,561-99.1% | $110-61.2% |