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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,107 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $51,466-100.0% | $78,778-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 59.8%-59.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 12.63% | 19.96%-7.3pp | 35.62%-23.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $303 | $827-63.4% | $1,986-84.8% | $2,042-85.2% |
| Participant deferral / active EE | $2,173 | $2,147+1.2% | $2,958-26.5% | $3,169-31.4% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |