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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $28,888 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,147 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,883 | $89,652-62.2% | $141,177-76.0% | $65,185-48.0% |
| Participation rate | 61.9% | 74.7%-12.8pp | 82.5%-20.6pp | 70.2%-8.3pp |
| Annual return | 18.37% | 32.79%-14.4pp | 71.40%-53.0pp | 29.38%-11.0pp |
| Employer contribution / active EE | $820 | $3,065-73.2% | $4,736-82.7% | $2,177-62.3% |
| Participant deferral / active EE | $3,055 | $5,691-46.3% | $6,710-54.5% | $3,514-13.1% |
| Admin fee / account holder | $209 | $569-63.2% | $10,263-98.0% | $847-75.3% |