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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 | $82,133+142.3% | $147,318+35.1% | $64,097+210.4% |
| Participation rate | 68.1% | 62.3%+5.8pp | 82.1%-14.0pp | 55.2%+12.9pp |
| Annual return | 12.95% | 78.78%-65.8pp | 70.43%-57.5pp | 34.64%-21.7pp |
| Employer contribution / active EE | $1,266 | $2,872-55.9% | $4,593-72.4% | $1,891-33.1% |
| Participant deferral / active EE | $5,680 | $5,407+5.0% | $7,906-28.2% | $3,080+84.4% |
| Admin fee / account holder | $590 | $3,730-84.2% | $13,708-95.7% | $3,454-82.9% |