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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $112,020 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $38,122 |
REYNOLDS CONSULTING SERVICES8 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 16 · EIN 11-2558102 | Consulting | $35,951 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $29,228 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $15,000 |
Service code 29 · EIN 13-4212610 | Legal | $11,400 |
LARRY MAGARIK, ESQ1 year Service code 29 80 EIGHTH AVENUE, SUITE 901 · NEW YORK, NY 10011 | Legal | $7,248 |
DMI BOOKKEEPING & ACCOUNTING4 years Service code 15 · EIN 20-2400574 | Recordkeeping | $6,000 |
Filed as: 1024 MCKINLEY ST LLC Service code 49 1024 MCKINLEY STREET · PEEKSKILL, NY 105665604 | Other Services | $5,854 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,379 | $241,850+8.9% | $102,412+157.2% | $199,960+31.7% |
| Participation rate | 21.6% | 78.3%-56.8pp | 74.5%-52.9pp | 72.0%-50.4pp |
| Annual return | 9.53% | 17.67%-8.1pp | 24.94%-15.4pp | 34.28%-24.7pp |
| Employer contribution / active EE | $6,720 | $4,253+58.0% | $3,870+73.6% | $3,036+121.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $450 | $288+56.3% | $8,388-94.6% | $269+67.2% |