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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 | $75,058+165.1% | $152,301+30.6% | $64,340+209.3% |
| Participation rate | 68.1% | 60.9%+7.2pp | 82.4%-14.4pp | 55.2%+12.8pp |
| Annual return | 12.95% | 29.93%-17.0pp | 80.50%-67.6pp | 24.14%-11.2pp |
| Employer contribution / active EE | $1,266 | $2,605-51.4% | $4,624-72.6% | $1,862-32.0% |
| Participant deferral / active EE | $5,680 | $5,041+12.7% | $8,004-29.0% | $2,980+90.6% |
| Admin fee / account holder | $590 | $4,050-85.4% | $14,398-95.9% | $3,703-84.1% |