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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY4+ years Filed as: LM KOHN & COMPANY Service code 55 · EIN 31-1311805 | Other Commissions | $26,685 |
Filed as: MASSMUTUAL RETIRMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,349 | $65,376+120.8% | $87,100+65.7% | $65,185+121.4% |
| Participation rate | 58.4% | 75.3%-16.9pp | 76.9%-18.5pp | 70.2%-11.8pp |
| Annual return | 14.09% | 31.27%-17.2pp | 28.19%-14.1pp | 29.38%-15.3pp |
| Employer contribution / active EE | $421 | $1,822-76.9% | $2,521-83.3% | $2,177-80.6% |
| Participant deferral / active EE | $4,164 | $3,388+22.9% | $4,049+2.9% | $3,514+18.5% |
| Admin fee / account holder | $370 | $520-28.8% | $7,497-95.1% | $847-56.3% |