Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,017 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES LLC Service code 49 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,016 | $50,898-46.9% | $171,082-84.2% | $55,167-51.0% |
| Participation rate | 63.6% | 63.3%+0.4pp | 76.7%-13.1pp | 69.0%-5.4pp |
| Annual return | 7.31% | 15.34%-8.0pp | 32.56%-25.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $634 | $1,433-55.8% | $4,002-84.2% | $1,963-67.7% |
| Participant deferral / active EE | $2,070 | $2,994-30.9% | $4,797-56.9% | $3,054-32.2% |
| Admin fee / account holder | $127 | $500-74.6% | $8,520-98.5% | $504-74.8% |