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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $63,484 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,390 |
PENSION SERVICES, INC.6 years Service code 50 · EIN 65-0153816 | Direct Payment | $16,025 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,273 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,249 | $84,482-22.8% | $125,363-48.0% | $66,930-2.5% |
| Participation rate | 52.1% | 76.4%-24.3pp | 82.4%-30.2pp | 69.8%-17.7pp |
| Annual return | -17.42% | -8.49%-8.9pp | 572.15%-589.6pp | 1.57%-19.0pp |
| Employer contribution / active EE | $362 | $3,553-89.8% | $4,815-92.5% | $2,545-85.8% |
| Participant deferral / active EE | $5,217 | $6,782-23.1% | $7,447-29.9% | $4,238+23.1% |
| Admin fee / account holder | $653 | $685-4.6% | $10,005-93.5% | $593+10.1% |