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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $61,331 |
Service code 50 · EIN 66-0757092 | Direct Payment | $5,096 |
IRA WADE SCHACK3 years Service code 27 CORNERSTONE WEALTH ADVISORS, LLC · ROSLYN HEIGHTS, NY 11577 | Advisory (Plan) | $0 |
PENSION SERVICES, INC.3 years Service code 13 · EIN 65-0153816 | Contract Administrator | $0 |
BAIRD FUNDS1 year Filed as: ROBERT DISOMMA 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 | $53,238 | $89,652-40.6% | $141,191-62.3% | $65,185-18.3% |
| Participation rate | 61.3% | 74.7%-13.4pp | 82.5%-21.2pp | 70.2%-8.9pp |
| Annual return | 24.27% | 32.79%-8.5pp | 71.41%-47.1pp | 29.38%-5.1pp |
| Employer contribution / active EE | $241 | $3,065-92.1% | $4,736-94.9% | $2,177-88.9% |
| Participant deferral / active EE | $5,381 | $5,691-5.5% | $6,710-19.8% | $3,514+53.1% |
| Admin fee / account holder | $332 | $569-41.6% | $10,264-96.8% | $847-60.8% |