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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-1590850 | Recordkeeping fees; Investment manage... | $2,511,424 |
TRINET2 years Filed as: TRINET HR CORPORATION Service code 14 · EIN 48-1304650 | Plan Administrator | $584,693 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 04-1590850 | Recordkeeping | $181,067 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,163 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $30,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 33 | Other investment fees and expenses; I... | $3,065 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,740 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
BIARD FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,238 | $80,506+7.1% | $136,298-36.7% | $80,976+6.5% |
| Participation rate | 54.9% | 61.9%-6.9pp | 81.9%-27.0pp | 68.3%-13.3pp |
| Annual return | 17.58% | 27.70%-10.1pp | 5156.27%-5138.7pp | 22.91%-5.3pp |
| Employer contribution / active EE | $2,930 | $1,943+50.8% | $4,696-37.6% | $2,402+22.0% |
| Participant deferral / active EE | $6,225 | $4,601+35.3% | $6,247-0.4% | $3,848+61.8% |
| Admin fee / account holder | $244 | $72+239.2% | $9,244-97.4% | $67+261.4% |