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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $53,093 |
IRA WADE SCHACK1 year Service code 27 CORNERSTONE WEALTH ADVISORS, LLC · ROSLYN HEIGHTS, NY 11577 | Advisory (Plan) | $0 |
PENSION SERVICES, INC.1 year Service code 13 · EIN 65-0158316 | Contract Administrator | $0 |
ROBERT P. DISOMMA1 year Service code 27 CORNERSTONE WEALTH ADVISORS, LLC · ROSLYN HEIGHTS, NY 11577 | Advisory (Plan) | $0 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,778 | $80,753-26.0% | $136,298-56.1% | $62,293-4.0% |
| Participation rate | 53.2% | 73.5%-20.3pp | 81.9%-28.7pp | 69.5%-16.3pp |
| Annual return | 17.93% | 35.83%-17.9pp | 5156.27%-5138.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $173 | $2,884-94.0% | $4,696-96.3% | $2,042-91.6% |
| Participant deferral / active EE | $4,339 | $5,164-16.0% | $6,247-30.6% | $3,169+36.9% |
| Admin fee / account holder | $320 | $525-39.1% | $9,244-96.5% | $479-33.3% |