Filed April 12, 2023
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,089 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $2,531 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ADMINPARTNERS, LLC1 year Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,636 | $49,255-13.4% | $70,494-39.5% | $79,856-46.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.68% | 30.10%-14.4pp | 109.16%-93.5pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,673 | $2,100+74.9% | $2,738+34.1% | $2,471+48.6% |
| Participant deferral / active EE | $6,563 | $2,768+137.1% | $3,711+76.9% | $3,741+75.5% |
| Admin fee / account holder | $2,265 | $2,879-21.3% | $3,848-41.1% | $5,306-57.3% |