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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $107,932 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 | Contract Administrator | $29,515 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $29,348 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,138 |
ASCENSUS LLC4 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,720 | $47,766-77.6% | $82,744-87.0% | $64,819-83.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -15.94% | -13.06%-2.9pp | 702.22%-718.2pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,028 | $2,182-52.9% | $3,008-65.8% | $2,507-59.0% |
| Participant deferral / active EE | $1,048 | $3,332-68.6% | $4,395-76.2% | $4,311-75.7% |
| Admin fee / account holder | $150 | $143+4.7% | $5,325-97.2% | $188-20.3% |