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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,352 |
Filed as: ENVESTNET RETIREMENT SERVICES Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 31 · EIN 13-2808480 | Securities brokerage commissions and ... | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 31 · EIN 13-5674085 | Named fiduciary; Securities brokerage... | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $117,705 | $89,652+31.3% | $141,191-16.6% | $65,185+80.6% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 23.31% | 32.79%-9.5pp | 71.41%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $5,181 | $3,065+69.1% | $4,736+9.4% | $2,177+138.0% |
| Participant deferral / active EE | $7,043 | $5,691+23.8% | $6,710+5.0% | $3,514+100.4% |
| Admin fee / account holder | $154 | $569-72.9% | $10,264-98.5% | $847-81.8% |