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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 1500 MAIN ST · SPRINGFIELD, MA 01103 | Other Fees | $64,897 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,971 | $88,360+125.2% | $145,433+36.8% | $67,986+192.7% |
| Participation rate | 68.1% | 65.5%+2.6pp | 82.1%-14.1pp | 57.2%+10.8pp |
| Annual return | 12.95% | 63.15%-50.2pp | 66.58%-53.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,266 | $3,054-58.6% | $4,554-72.2% | $2,019-37.3% |
| Participant deferral / active EE | $5,680 | $5,932-4.2% | $7,897-28.1% | $3,358+69.1% |
| Admin fee / account holder | $590 | $3,313-82.2% | $13,129-95.5% | $3,203-81.6% |