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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL Service code 22 16690 SWINGLEY ROAD · CHESTERFIELD, MO 63017 | Insurance Broker | $408,698 |
BENESYS, INC.6+ years Filed as: BENESYS, INC Service code 13 13801 RIVERPORT DR. STE. 101 · ST. LOUIS, MO 63043 | Contract Administrator | $222,061 |
MD SASS6+ years Service code 28 1185 AVENUE OF THE AMERICAS 18 · NEW YORK, NY 10036 | Investment Management | $130,743 |
Filed as: ANDERS CPAS + ADVISORS Service code 10 · EIN 43-0861507 | Accounting | $126,195 |
FOUNDRY PARTNERS6+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $91,995 |
JOHNSON & KROL, LLC6+ years Service code 29 300 S WACKER DR 1313 · CHICAGO, IL 60606 | Legal | $87,805 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $86,482 |
THE SEGAL COMPANY5 years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $72,962 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE, 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $43,088 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 28 180 N. LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $41,494 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,104 | $80,412-9.1% | $109,191-33.0% | $101,555-28.0% |
| Participation rate | 62.8% | 84.4%-21.6pp | 75.9%-13.0pp | 74.5%-11.7pp |
| Annual return | 19.89% | 16.17%+3.7pp | 25.76%-5.9pp | 21.00%-1.1pp |
| Employer contribution / active EE | $3,404 | $3,731-8.7% | $3,723-8.6% | $2,972+14.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $318 | $135+135.5% | $6,756-95.3% | $139+127.7% |