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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,166 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT. Service code 49 · EIN 36-3429599 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,412 | $64,909-62.4% | $82,312-70.3% | $62,293-60.8% |
| Participation rate | 46.5% | 74.9%-28.3pp | 76.9%-30.4pp | 69.5%-23.0pp |
| Annual return | 16.98% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $941 | $1,676-43.9% | $2,428-61.3% | $2,042-53.9% |
| Participant deferral / active EE | $1,610 | $3,103-48.1% | $3,706-56.6% | $3,169-49.2% |
| Admin fee / account holder | $13 | $440-97.0% | $5,608-99.8% | $479-97.3% |