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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $12,940 |
Service code 15 · EIN 38-1053740 | Recordkeeping | $8,870 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,270 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 38-3478073 | Recordkeeping | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,788 | $56,511-59.7% | $185,837-87.7% | $86,813-73.8% |
| Participation rate | 52.5% | 65.5%-13.0pp | 81.7%-29.2pp | 72.3%-19.8pp |
| Annual return | 18.88% | 118.12%-99.2pp | 122.08%-103.2pp | 97.93%-79.0pp |
| Employer contribution / active EE | $1,058 | $1,844-42.6% | $5,168-79.5% | $2,406-56.0% |
| Participant deferral / active EE | $1,765 | $2,554-30.9% | $5,568-68.3% | $4,131-57.3% |
| Admin fee / account holder | $21 | $150-86.1% | $16,241-99.9% | $170-87.8% |