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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $24,962 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,132 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,819 | $49,239+90.5% | $70,462+33.1% | $79,858+17.5% |
| Participation rate | 45.8% | 69.2%-23.4pp | 75.1%-29.3pp | 69.6%-23.9pp |
| Annual return | 12.96% | 30.08%-17.1pp | 109.08%-96.1pp | 31.72%-18.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,692 | $2,769+33.3% | $3,710-0.5% | $3,740-1.3% |
| Admin fee / account holder | $365 | $2,876-87.3% | $3,845-90.5% | $5,306-93.1% |