Filed June 14, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 22 · EIN 20-1484586 | Insurance Broker | $0 |
THE ALLOCATION COMPANY6+ years Filed as: THE ALLOCATION COMPANY, INC. Service code 15 · EIN 76-0354750 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,245 | $111,608+42.7% | $177,821-10.4% | $73,409+116.9% |
| Participation rate | 87.2% | 87.9%-0.7pp | 87.7%-0.6pp | 72.2%+15.0pp |
| Annual return | 10.97% | 18.23%-7.3pp | 48.32%-37.4pp | 59.29%-48.3pp |
| Employer contribution / active EE | $8,174 | $3,796+115.3% | $5,918+38.1% | $2,234+266.0% |
| Participant deferral / active EE | $4,571 | $6,199-26.3% | $7,714-40.7% | $3,805+20.1% |
| Admin fee / account holder | $215 | $166+29.6% | $12,427-98.3% | $158+35.9% |