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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $50,456 |
Filed as: ROSENBURG RICH BAKER BERMAN PA Service code 10 · EIN 22-3271252 | Accounting | $10,380 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS INC Service code 53 · EIN 13-4071393 | Insurance Commissions | $0 |
Filed as: SOUTHEAST EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 20-5923747 | Contract Administrator | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,972 | $54,573+105.2% | $90,965+23.1% | $73,493+52.4% |
| Participation rate | 46.9% | 61.2%-14.2pp | 69.0%-22.1pp | 70.7%-23.8pp |
| Annual return | 20.66% | 16.69%+4.0pp | 134.57%-113.9pp | 28.51%-7.9pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,686 | $2,517+6.7% | $3,373-20.4% | $3,740-28.2% |
| Admin fee / account holder | $742 | $521+42.3% | $5,960-87.6% | $513+44.6% |