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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3226180 | Advisory (Plan) | $26,019 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSRNC CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $13,095 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 12 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Plan Administrator; Investment adviso... | $5,936 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $3,620 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,203 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 06-0874395 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Contract Administrator | $994 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,690 | $50,199-18.9% | $70,092-41.9% | $66,914-39.2% |
| Participation rate | 51.3% | 66.3%-15.1pp | 70.5%-19.2pp | 69.8%-18.5pp |
| Annual return | -14.34% | -13.85%-0.5pp | 190.73%-205.1pp | 1.58%-15.9pp |
| Employer contribution / active EE | $601 | $1,864-67.8% | $2,559-76.5% | $2,544-76.4% |
| Participant deferral / active EE | $2,520 | $3,112-19.0% | $3,849-34.5% | $4,237-40.5% |
| Admin fee / account holder | $325 | $600-45.9% | $6,267-94.8% | $593-45.3% |