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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $18,715 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Filed as: MESIROW FINANCIAL INV MGMT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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.
Employer contribution per participant 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 | $54,726 | $65,263-16.1% | $90,223-39.3% | $55,191-0.8% |
| Participation rate | 42.0% | 79.0%-37.0pp | 79.0%-37.0pp | 69.2%-27.2pp |
| Annual return | -0.44% | 2.81%-3.3pp | 1.31%-1.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $879 | $4,153-78.8% | $4,378-79.9% | $1,899-53.7% |
| Participant deferral / active EE | $1,646 | $5,564-70.4% | $5,792-71.6% | $3,046-46.0% |
| Admin fee / account holder | $281 | $116+142.3% | $7,406-96.2% | $91+210.0% |