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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 | $65,084-18.0% | $67,681-21.1% | $64,340-17.0% |
| Participation rate | 50.2% | 66.7%-16.5pp | 73.7%-23.5pp | 55.2%-5.0pp |
| Annual return | 10.32% | 20.50%-10.2pp | 590.58%-580.3pp | 24.14%-13.8pp |
| Employer contribution / active EE | $510 | $2,398-78.7% | $2,678-81.0% | $1,862-72.6% |
| Participant deferral / active EE | $1,808 | $3,210-43.7% | $3,976-54.5% | $2,980-39.3% |
| Admin fee / account holder | $328 | $1,415-76.8% | $6,100-94.6% | $3,703-91.2% |