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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $97,223 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $31,362 |
Service code 17 · EIN 47-1411118 | Pension Consulting | $16,000 |
CITRIN COOPERMAN5 years Service code 10 · EIN 22-2428965 | Accounting | $15,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,121 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,604 | $46,332-64.2% | $143,797-88.5% | $64,824-74.4% |
| Participation rate | 0.0% | 64.2%-64.2pp | 80.3%-80.3pp | 71.5%-71.5pp |
| Annual return | -14.28% | -10.05%-4.2pp | -0.04%-14.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $692 | $1,911-63.8% | $4,952-86.0% | $2,507-72.4% |
| Participant deferral / active EE | $2,258 | $2,647-14.7% | $5,638-60.0% | $4,311-47.6% |
| Admin fee / account holder | $222 | $154+44.2% | $14,679-98.5% | $188+18.1% |