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| Provider | Service type | Compensation |
|---|---|---|
IATSE LOCAL 11 ANNUITY FUND1+ years Service code 50 · EIN 04-3204580 | Direct Payment | $111,707 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $49,596 |
COHEN & HAVIAN1+ years Filed as: COHEN & HAVIAN, LLP Service code 53 · EIN 04-2736972 | Insurance Commissions | $37,872 |
SBHU LIFE AGENCY INC1+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $35,304 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,392 | $55,182-17.7% | $73,309-38.1% | $55,191-17.8% |
| Participation rate | 81.7% | 73.9%+7.8pp | 74.9%+6.8pp | 69.2%+12.5pp |
| Annual return | 0.72% | 8.55%-7.8pp | 5.67%-5.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,151 | $1,935-40.5% | $3,237-64.4% | $1,899-39.4% |
| Participant deferral / active EE | $2,159 | $4,641-53.5% | $4,991-56.7% | $3,046-29.1% |
| Admin fee / account holder | $453 | $68+561.0% | $5,635-92.0% | $91+398.7% |