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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,880 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVEST MANGT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITHBARNEY, LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $0 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGCY, INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,435 | $62,267-84.8% | $110,243-91.4% | $55,725-83.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -7.31% | -1.07%-6.2pp | 314.76%-322.1pp | 244.93%-252.2pp |
| Employer contribution / active EE | $732 | $1,941-62.3% | $3,827-80.9% | $2,078-64.8% |
| Participant deferral / active EE | $1,328 | $3,516-62.2% | $4,672-71.6% | $3,356-60.4% |
| Admin fee / account holder | $5 | $121-95.6% | $8,548-99.9% | $115-95.3% |