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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $39,265 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 50 · EIN 93-0987232 | Direct Payment | $19,732 |
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 | $62,444 | $73,638-15.2% | $95,952-34.9% | $73,488-15.0% |
| Participation rate | 81.3% | 76.2%+5.2pp | 77.1%+4.3pp | 70.7%+10.7pp |
| Annual return | 7.48% | 16.78%-9.3pp | 91.61%-84.1pp | 28.51%-21.0pp |
| Employer contribution / active EE | -$4 | $1,863-100.2% | $2,541-100.2% | $2,270-100.2% |
| Participant deferral / active EE | $3,410 | $3,617-5.7% | $4,167-18.2% | $3,740-8.8% |
| Admin fee / account holder | $343 | $482-28.9% | $6,795-95.0% | $513-33.1% |