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| Provider | Service type | Compensation |
|---|---|---|
LAWING FINANCIAL1+ years Service code 27 · EIN 48-1160234 | Advisory (Plan) | $40,568 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,231 |
GOLDLEAF PARTNERS1+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $13,210 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 39-1897480 | Advisory (Plan) | $8,368 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $3,705 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,426 | $45,283+2.5% | $155,789-70.2% | $52,331-11.3% |
| Participation rate | 95.9% | 62.2%+33.7pp | 76.1%+19.8pp | 68.1%+27.8pp |
| Annual return | -2.14% | 1.80%-3.9pp | 71.54%-73.7pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,767 | $1,329+32.9% | $3,839-54.0% | $1,882-6.1% |
| Participant deferral / active EE | $4,338 | $2,854+52.0% | $4,798-9.6% | $3,022+43.5% |
| Admin fee / account holder | $511 | $981-47.9% | $7,477-93.2% | $592-13.6% |