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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,625 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 13 | Contract Administrator | $10,040 |
Service code 53 · EIN 41-9073005 | Insurance Commissions | $8,325 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
INTAC ACTUARIAL SERVICES1 year Service code 13 · EIN 22-2446239 | Contract Administrator | $0 |
INVESCO1 year Service code 52 · EIN 06-0841973 | Indirect Investment Fees | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,481 | $52,293+38.6% | $178,499-59.4% | $73,412-1.3% |
| Participation rate | 18.2% | 65.3%-47.1pp | 81.9%-63.7pp | 72.2%-53.9pp |
| Annual return | 13.49% | 34.75%-21.3pp | 151.10%-137.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,418 | $2,332+3.7% | $5,202-53.5% | $3,806-36.5% |
| Admin fee / account holder | $336 | $127+163.7% | $13,986-97.6% | $158+112.7% |