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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,134 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE INC. Service code 13 | Contract Administrator | $896 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,681 | $49,138+1.1% | $84,021-40.9% | $65,185-23.8% |
| Participation rate | 25.0% | 60.7%-35.7pp | 69.0%-44.0pp | 70.2%-45.2pp |
| Annual return | 18.14% | 23.00%-4.9pp | 71.32%-53.2pp | 29.38%-11.2pp |
| Employer contribution / active EE | $201 | $914-78.0% | $1,984-89.8% | $2,177-90.7% |
| Participant deferral / active EE | $1,341 | $2,397-44.1% | $3,239-58.6% | $3,514-61.8% |
| Admin fee / account holder | $353 | $543-35.0% | $6,102-94.2% | $847-58.3% |