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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $198 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310844 | Insurance Broker | $0 |
MORNINGSTAR3+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,514 | $64,909-19.1% | $82,312-36.2% | $62,293-15.7% |
| Participation rate | 45.2% | 74.9%-29.6pp | 76.9%-31.7pp | 69.5%-24.3pp |
| Annual return | 9.79% | 21.18%-11.4pp | 25.88%-16.1pp | 28.90%-19.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $594 | $3,103-80.9% | $3,706-84.0% | $3,169-81.3% |
| Admin fee / account holder | $3 | $440-99.3% | $5,608-99.9% | $479-99.3% |