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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $23,327 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $11,466 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,402 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 13 2110 CLEARLAKE BOULEVARD · CHAMPAIGN, IL 618267500 | Contract Administrator | $4,092 |
BENEFIT PLANNING CONSULTANTS8+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 99 · EIN 36-3036100 | Other Fees | $2,926 |
Filed as: GREGORY A MCROBERTS Service code 53 900 E 96TH ST STE 300 · INDIANAPOLIS, IN 46240 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,091 | $65,092-63.0% | $143,799-83.2% | $66,938-64.0% |
| Participation rate | 66.3% | 65.2%+1.1pp | 80.3%-14.0pp | 69.8%-3.5pp |
| Annual return | -17.18% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,290 | $2,362-45.4% | $4,952-73.9% | $2,545-49.3% |
| Participant deferral / active EE | $1,553 | $2,920-46.8% | $5,638-72.5% | $4,238-63.4% |
| Admin fee / account holder | $170 | $502-66.2% | $14,677-98.8% | $594-71.4% |