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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $17,721 |
Filed as: REGENCY RETIREMENT PLAN CONSULT Service code 17 · EIN 32-0351441 | Pension Consulting | $8,013 |
POOLER CPA GROUP, LLC2 years Service code 10 · EIN 82-4354021 | Accounting | $8,000 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $6,090 |
Filed as: EMPOWER LIFE & ANNUITY INS Service code 64 · EIN 93-1225432 | Recordkeeping Fees | $5,521 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $2,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,218 | $432,047-92.3% | $151,639-78.1% | - |
| Participation rate | 73.7% | 83.9%-10.2pp | 87.5%-13.8pp | - |
| Annual return | -14.03% | -11.21%-2.8pp | 3.34%-17.4pp | - |
| Employer contribution / active EE | $1,375 | $4,228-67.5% | $6,165-77.7% | - |
| Participant deferral / active EE | $5,180 | $7,208-28.1% | $8,363-38.1% | - |
| Admin fee / account holder | $335 | $147,941-99.8% | $11,613-97.1% | - |