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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MURUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $145,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,008 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,281 | $64,176+378.8% | $112,263+173.7% | $66,949+359.0% |
| Participation rate | 91.3% | 68.4%+22.9pp | 75.1%+16.2pp | 69.8%+21.5pp |
| Annual return | -13.22% | -13.80%+0.6pp | 27.49%-40.7pp | 1.57%-14.8pp |
| Employer contribution / active EE | $31,717 | $3,007+954.8% | $3,636+772.3% | $2,545+1146.1% |
| Participant deferral / active EE | $499 | $3,694-86.5% | $4,729-89.5% | $4,239-88.2% |
| Admin fee / account holder | $606 | $626-3.1% | $6,410-90.5% | $594+2.1% |