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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,316 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,735 |
Filed as: MASSMUTAL LIFE INSURANCE CO Service code 60 | Sub-TA Fees | $19,735 |
COMPENSATION SYSTEMS, INC.1+ years Service code 13 · EIN 35-1277460 | Contract Administrator | $3,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,930 | $94,529-51.4% | $140,019-67.2% | $64,173-28.4% |
| Participation rate | 87.4% | 84.1%+3.3pp | 87.5%-0.1pp | 69.6%+17.8pp |
| Annual return | 10.59% | 7.77%+2.8pp | 651.17%-640.6pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,664 | $3,812-56.4% | $5,605-70.3% | $2,381-30.1% |
| Participant deferral / active EE | $2,460 | $5,250-53.1% | $6,927-64.5% | $3,470-29.1% |
| Admin fee / account holder | $379 | $6,741-94.4% | $10,705-96.5% | $4,887-92.2% |