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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $36,833 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,608 |
BENEFIT SOLUTIONS, ETC.1 year Filed as: BENEFIT SOLUTIONS, ETC Service code 13 · EIN 81-3186048 | Contract Administrator | $0 |
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 | $46,356 | $79,523-41.7% | $140,019-66.9% | $56,287-17.6% |
| Participation rate | 90.7% | 85.7%+5.0pp | 87.5%+3.2pp | 69.9%+20.8pp |
| Annual return | 82.40% | 2.39%+80.0pp | 651.15%-568.7pp | -9.96%+92.4pp |
| Employer contribution / active EE | $1,960 | $3,350-41.5% | $5,605-65.0% | $2,111-7.2% |
| Participant deferral / active EE | $3,288 | $5,129-35.9% | $6,927-52.5% | $3,350-1.9% |
| Admin fee / account holder | $361 | $614-41.2% | $10,705-96.6% | $521-30.7% |