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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $64,136 |
GCW CAPITAL, LLC5 years Service code 27 · EIN 46-5416446 | Advisory (Plan) | $44,559 |
Filed as: PPS PENSION & FINANCIAL SERV, INC. Service code 13 | Contract Administrator | $21,738 |
Filed as: PPS PENSION & FINANCIAL SVS Service code 13 · EIN 16-1062503 | Contract Administrator | $680 |
PPS PENSION & FINANCIAL SERVICES6+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $670 |
PPS PENSION & FINANCIAL SERVICES6+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $80 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,244 | $99,957+368.4% | $149,715+212.8% | $73,493+537.1% |
| Participation rate | 42.5% | 75.7%-33.2pp | 82.5%-40.0pp | 70.7%-28.2pp |
| Annual return | 11.16% | 53.87%-42.7pp | 276.66%-265.5pp | 28.51%-17.3pp |
| Employer contribution / active EE | $5,313 | $3,191+66.5% | $4,645+14.4% | $2,270+134.0% |
| Participant deferral / active EE | $3,751 | $6,073-38.2% | $6,842-45.2% | $3,740+0.3% |
| Admin fee / account holder | $876 | $551+59.1% | $9,310-90.6% | $513+70.7% |