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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K6 years Filed as: EMPLOYEE Service code 30 · EIN 06-1078051 | Direct payment from the plan; Employe... | $40,981 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $30,495 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $19,789 |
REID & RIEGE, P.C.2 years Service code 29 · EIN 06-0867204 | Legal | $14,522 |
MEKETA INVESTMENT GROUP2 years Service code 28 · EIN 04-2659023 | Investment Management | $10,256 |
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 | $67,564 | $77,677-13.0% | $109,188-38.1% | $79,389-14.9% |
| Participation rate | 69.5% | 67.8%+1.6pp | 75.9%-6.4pp | 70.7%-1.3pp |
| Annual return | 11.32% | 23.44%-12.1pp | 25.76%-14.4pp | 116.89%-105.6pp |
| Employer contribution / active EE | $3,179 | $2,798+13.6% | $3,723-14.6% | $2,428+30.9% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $781 | $732+6.6% | $6,755-88.4% | $626+24.7% |