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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENJAMIN F EDWARDS & CO. INC. Service code 55 · EIN 26-3199152 | Other Commissions | $11,813 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $11,287 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVT MGT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $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.
Annual investment return 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 | $12,045 | $23,734-49.3% | $69,182-82.6% | $65,292-81.6% |
| Participation rate | 14.0% | 33.1%-19.1pp | 55.1%-41.1pp | 72.4%-58.4pp |
| Annual return | 5.85% | 19.78%-13.9pp | -21.93%+27.8pp | 11.84%-6.0pp |
| Employer contribution / active EE | $63 | $294-78.7% | $1,206-94.8% | $2,302-97.3% |
| Participant deferral / active EE | $150 | $695-78.4% | $1,897-92.1% | $3,579-95.8% |
| Admin fee / account holder | $12 | $58-80.2% | $2,697-99.6% | $57-79.8% |