Filed October 13, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL IVESTMENT MANAGE Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ACCOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,386 | $46,732-75.6% | $156,551-92.7% | $55,167-79.4% |
| Participation rate | 94.0% | 65.8%+28.2pp | 84.0%+10.0pp | 69.0%+25.0pp |
| Annual return | -0.36% | 17.72%-18.1pp | 32.23%-32.6pp | 169.23%-169.6pp |
| Employer contribution / active EE | $1,228 | $2,105-41.7% | $5,501-77.7% | $1,963-37.4% |
| Participant deferral / active EE | $550 | $2,204-75.0% | $4,871-88.7% | $3,054-82.0% |
| Admin fee / account holder | $22 | $418-94.8% | $13,028-99.8% | $504-95.7% |