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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $74,725 |
Filed as: MML INVESTORS SERVICES LLC Service code 22 · EIN 04-3109325 | Insurance Broker | $50,412 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $8,375 |
Filed as: MML INVESTORS SERVICES Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $6,626 |
Filed as: TEAL BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Contract Administrator | $2,919 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,371 | $64,176+123.4% | $112,263+27.7% | $66,949+114.2% |
| Participation rate | 99.2% | 68.4%+30.8pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -18.74% | -13.80%-4.9pp | 27.49%-46.2pp | 1.57%-20.3pp |
| Employer contribution / active EE | $9,871 | $3,007+228.3% | $3,636+171.5% | $2,545+287.8% |
| Participant deferral / active EE | $3,081 | $3,694-16.6% | $4,729-34.9% | $4,239-27.3% |
| Admin fee / account holder | $550 | $626-12.2% | $6,410-91.4% | $594-7.4% |