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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K4 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Employee (plan); Direct payment from ... | $40,208 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $35,363 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $18,344 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 28 · EIN 20-4751585 | Investment Management | $7,487 |
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 | $47,490 | $66,650-28.7% | $92,915-48.9% | $67,582-29.7% |
| Participation rate | 82.4% | 72.5%+9.9pp | 76.0%+6.4pp | 71.3%+11.1pp |
| Annual return | 15.56% | 92.64%-77.1pp | 109.45%-93.9pp | 378.57%-363.0pp |
| Employer contribution / active EE | $4,858 | $2,777+75.0% | $3,653+33.0% | $2,148+126.2% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $608 | $199+205.6% | $5,796-89.5% | $142+327.6% |