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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $54,781 |
JOSEPH R. FAULK6 years Service code 27 · EIN 26-1498632 | Advisory (Plan) | $37,528 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $10,642 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 | Contract Administrator | $7,483 |
Service code 13 · EIN 64-0765749 | Contract Administrator | $3,149 |
ROYAL FUND MANAGEMENT, LLC4 years Service code 26 · EIN 90-0561235 | Advisory (Participants) | $540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,287 | $84,487-21.5% | $125,339-47.1% | $66,914-0.9% |
| Participation rate | 94.8% | 76.4%+18.4pp | 82.4%+12.5pp | 69.8%+25.0pp |
| Annual return | -9.74% | -8.39%-1.3pp | 572.05%-581.8pp | 1.58%-11.3pp |
| Employer contribution / active EE | $3,595 | $3,553+1.2% | $4,814-25.3% | $2,544+41.3% |
| Participant deferral / active EE | $7,836 | $6,781+15.6% | $7,446+5.2% | $4,237+85.0% |
| Admin fee / account holder | $442 | $685-35.4% | $10,010-95.6% | $593-25.4% |