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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $28,946 |
Filed as: MML INVESTOR SERVICES, LLC Service code 26 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Advisory (Participants) | $15,004 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 060321800 | Contract Administrator | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,390 | $65,072-18.0% | $66,439-19.6% | $65,306-18.2% |
| Participation rate | 50.2% | 69.1%-18.8pp | 74.5%-24.3pp | 57.7%-7.4pp |
| Annual return | 10.32% | 21.50%-11.2pp | 757.66%-747.3pp | 21.94%-11.6pp |
| Employer contribution / active EE | $510 | $2,475-79.4% | $2,637-80.7% | $1,967-74.1% |
| Participant deferral / active EE | $1,808 | $3,234-44.1% | $3,876-53.4% | $2,959-38.9% |
| Admin fee / account holder | $328 | $1,323-75.2% | $6,173-94.7% | $3,480-90.6% |