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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $144,968 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 13 | Contract Administrator | $68,900 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,180 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,528 | $86,655+140.6% | $119,609+74.3% | $66,914+211.6% |
| Participation rate | 0.0% | 75.6%-75.6pp | 79.3%-79.3pp | 69.8%-69.8pp |
| Annual return | -17.47% | -8.00%-9.5pp | -14.97%-2.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $6,195 | $2,536+144.3% | $4,232+46.4% | $2,544+143.5% |
| Participant deferral / active EE | $7,394 | $4,358+69.7% | $5,602+32.0% | $4,237+74.5% |
| Admin fee / account holder | $745 | $755-1.3% | $10,323-92.8% | $593+25.6% |