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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $113,794 |
Filed as: PRIME CAPITAL INV ADVS LLD Service code 27 · EIN 82-1364595 | Advisory (Plan) | $54,156 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES, INC Service code 13 · EIN 45-0514557 | Contract Administrator | $27,235 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 13 | Contract Administrator | $1,190 |
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 | $118,695 | $65,118+82.3% | $76,767+54.6% | $55,725+113.0% |
| Participation rate | 96.8% | 79.6%+17.2pp | 77.0%+19.9pp | 70.9%+26.0pp |
| Annual return | -4.14% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,544 | $1,941+82.6% | $2,485+42.6% | $2,078+70.5% |
| Participant deferral / active EE | $6,514 | $3,688+76.6% | $3,852+69.1% | $3,356+94.1% |
| Admin fee / account holder | $624 | $116+438.2% | $6,675-90.7% | $115+441.4% |