Filed January 6, 2026 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $77,890 |
LUTZ & CARR CPA'S, LLP1 year Filed as: LUTZ & CARR CPAS, LLC Service code 10 · EIN 13-1655065 | Accounting | $9,965 |
RED BANK PENSION SERVICES, INC.3+ years Service code 11 · EIN 22-2755716 2 HARTFORD DRIVE · RED BANK, NJ 07701 | Actuarial | $9,175 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 13.36% | 10.78%+2.6pp | 8.93%+4.4pp | 13.95%-0.6pp |
| Employer contribution / active EE | $2,455 | $10,694-77.0% | $43,470-94.4% | $16,598-85.2% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |