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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,637 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,374 | $69,383+25.9% | $101,271-13.7% | $73,493+18.9% |
| Participation rate | 37.6% | 68.4%-30.8pp | 75.8%-38.2pp | 70.7%-33.1pp |
| Annual return | 14.46% | 18.46%-4.0pp | 46.48%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,352 | $2,628-48.6% | $3,660-63.1% | $2,270-40.5% |
| Participant deferral / active EE | $2,761 | $3,301-16.4% | $4,371-36.8% | $3,740-26.2% |
| Admin fee / account holder | $17 | $704-97.6% | $5,948-99.7% | $513-96.7% |