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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 100 BRIGHT MEADOW BOULEVARD · ENFIELD, CT 06082 | Indirect Investment Fees | $13,046 |
HIGHLAND FINANCIAL, LTD7 years Service code 27 | Advisory (Plan) | $8,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $3,092 |
HIGHLAND FINANCIAL, LTD5 years Filed as: HIGHLAND FINANCIAL LTD Service code 27 · EIN 25-1616884 | Advisory (Plan) | $2,477 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,926 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,719 | $65,125-82.0% | $143,797-91.9% | $66,949-82.5% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.6pp | 69.8%+24.1pp |
| Annual return | -17.14% | -11.13%-6.0pp | -0.04%-17.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $689 | $2,362-70.8% | $4,952-86.1% | $2,545-72.9% |
| Participant deferral / active EE | $1,979 | $2,920-32.2% | $5,638-64.9% | $4,239-53.3% |
| Admin fee / account holder | $51 | $503-89.8% | $14,679-99.7% | $594-91.4% |