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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR J. GALLAGHER AND CO. INSUR. Service code 73 · EIN 94-3015711 | Other insurance fees and expenses | $933 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $800 |
Filed as: MESIROW FINANCIAL INVEST MGMT INC Service code 49 · EIN 36-3429599 | Other Services | $26 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,411 | $51,288-85.5% | $81,991-91.0% | $73,412-89.9% |
| Participation rate | 0.0% | 64.0%-64.0pp | 69.3%-69.3pp | 72.2%-72.2pp |
| Annual return | 10.81% | 29.48%-18.7pp | 41.31%-30.5pp | 59.30%-48.5pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $5 | $125-96.0% | $5,665-99.9% | $158-96.8% |