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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,914 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT. 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 INVESTMENT MGT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $34,050 | $46,732-27.1% | $156,551-78.3% | $55,167-38.3% |
| Participation rate | 74.0% | 65.8%+8.2pp | 84.0%-10.0pp | 69.0%+5.0pp |
| Annual return | 8.95% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,313 | $2,105-37.6% | $5,501-76.1% | $1,963-33.1% |
| Participant deferral / active EE | $1,908 | $2,204-13.4% | $4,871-60.8% | $3,054-37.5% |
| Admin fee / account holder | $16 | $418-96.2% | $13,028-99.9% | $504-96.8% |