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| Provider | Service type | Compensation |
|---|---|---|
KIYOHARA & TAKAHASHI LLP1+ years Service code 10 · EIN 95-4806079 | Accounting | $56,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $325 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $15 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC. Service code 52 | Indirect Investment Fees | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $113,941-100.0% | $94,229-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 78.8%-78.8pp | 83.2%-83.2pp |
| Annual return | -99.68% | 5.29%-105.0pp | 10.68%-110.4pp | 282.24%-381.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |