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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $86,824 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,311 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,333 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 32-5255235 | Advisory (Plan) | $7,703 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,075 | $79,151-21.6% | $60,906+1.9% | $64,819-4.2% |
| Participation rate | 97.3% | 77.7%+19.6pp | 73.1%+24.2pp | 71.5%+25.8pp |
| Annual return | -15.85% | -7.12%-8.7pp | 16.94%-32.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $3,543 | $3,052+16.1% | $2,703+31.1% | $2,507+41.3% |
| Participant deferral / active EE | $7,761 | $3,727+108.2% | $3,814+103.5% | $4,311+80.0% |
| Admin fee / account holder | $134 | $106+26.7% | $3,227-95.8% | $188-28.7% |