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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $112,073 |
HEALTHSCOPE BENEFITS3 years Service code 13 · EIN 71-0847266 | Contract Administrator | $27,266 |
Service code 28 700 E. BUTTERFIELD ROAD, SUITE 320 · LOMBARD, IL 60148 | Investment Management | $22,871 |
Filed as: BLUE & CO. LLC Service code 10 · EIN 35-1178661 | Accounting | $16,748 |
ASCENSUS LLC3 years Filed as: LEDBETTER & PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $15,843 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $7,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,661 |
Service code 50 · EIN 31-1387429 | Direct Payment | $4,665 |
Participant 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.)
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 | $75,010 | $106,236-29.4% | $112,263-33.2% | $64,824+15.7% |
| Participation rate | 83.0% | 71.7%+11.4pp | 75.1%+8.0pp | 71.5%+11.6pp |
| Annual return | -16.65% | -6.02%-10.6pp | 27.49%-44.1pp | 32.84%-49.5pp |
| Employer contribution / active EE | $3,886 | $3,167+22.7% | $3,636+6.9% | $2,507+55.0% |
| Participant deferral / active EE | $34 | $3,786-99.1% | $4,729-99.3% | $4,311-99.2% |
| Admin fee / account holder | $384 | $452-15.0% | $6,410-94.0% | $188+104.4% |