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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 49 · EIN 04-1590850 | Other Services | $27,360 |
PSI ADVISORS LLC2 years Service code 27 13059 W LINEBAUGH AVE · TAMPA, FL 33634 | Advisory (Plan) | $12,687 |
FLORIDA RETIREMENT CONSULTANTS5+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $2,371 |
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 | $42,343 | $63,114-32.9% | $92,909-54.4% | $65,185-35.0% |
| Participation rate | 74.1% | 68.8%+5.3pp | 76.0%-1.9pp | 70.2%+3.9pp |
| Annual return | 20.38% | 28.75%-8.4pp | 109.44%-89.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,635 | $2,571-36.4% | $3,653-55.2% | $2,177-24.9% |
| Participant deferral / active EE | $3,594 | $3,108+15.6% | $4,238-15.2% | $3,514+2.3% |
| Admin fee / account holder | $281 | $624-55.0% | $5,795-95.2% | $847-66.8% |