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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,651 |
Filed as: MESIROW FINANCIAL INVEST MGT, INC Service code 27 | Advisory (Plan) | $22 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVEST MGT, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,936 | $42,546-13.2% | $71,796-48.6% | $55,167-33.0% |
| Participation rate | 58.3% | 59.1%-0.8pp | 69.1%-10.8pp | 69.0%-10.7pp |
| Annual return | 11.86% | 12.36%-0.5pp | 78.04%-66.2pp | 169.23%-157.4pp |
| Employer contribution / active EE | $273 | $803-66.0% | $1,924-85.8% | $1,963-86.1% |
| Participant deferral / active EE | $2,306 | $2,064+11.7% | $2,794-17.5% | $3,054-24.5% |
| Admin fee / account holder | $13 | $650-98.0% | $4,815-99.7% | $504-97.4% |