Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,508 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 · EIN 26-4310844 | Other Commissions | $313 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOC LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,606 | $42,546+63.6% | $71,796-3.0% | $55,167+26.2% |
| Participation rate | 32.2% | 59.1%-26.9pp | 69.1%-36.9pp | 69.0%-36.8pp |
| Annual return | 10.65% | 12.36%-1.7pp | 78.04%-67.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $362 | $803-54.9% | $1,924-81.2% | $1,963-81.5% |
| Participant deferral / active EE | $1,752 | $2,064-15.1% | $2,794-37.3% | $3,054-42.6% |
| Admin fee / account holder | $15 | $650-97.7% | $4,815-99.7% | $504-97.1% |