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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $571 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310844 | Insurance Broker | $0 |
MORNINGSTAR1+ years Filed as: MORNING STAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | 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.
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 | $49,861 | $54,320-8.2% | $67,652-26.3% | $52,331-4.7% |
| Participation rate | 47.2% | 73.6%-26.4pp | 75.7%-28.4pp | 68.1%-20.9pp |
| Annual return | 0.25% | 6.81%-6.6pp | 6625.40%-6625.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $708 | $2,950-76.0% | $3,560-80.1% | $3,022-76.6% |
| Admin fee / account holder | $9 | $527-98.3% | $4,821-99.8% | $592-98.5% |