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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75,792 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,472 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $13,905 |
Filed as: THE MANDMARBLESTONE GROUP, LLC Service code 13 · EIN 20-4780677 | Contract Administrator | $13,887 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER CONNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $2,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,025 | $65,437+63.6% | $86,698+23.4% | $66,949+59.9% |
| Participation rate | 96.3% | 75.5%+20.8pp | 76.6%+19.7pp | 69.8%+26.4pp |
| Annual return | -12.97% | -10.91%-2.1pp | 35.96%-48.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $1,577 | $2,154-26.8% | $2,837-44.4% | $2,545-38.0% |
| Participant deferral / active EE | $7,383 | $4,102+80.0% | $4,656+58.5% | $4,239+74.2% |
| Admin fee / account holder | $485 | $642-24.4% | $7,492-93.5% | $594-18.2% |