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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $35,302 |
FIDUCIARYVEST LLC1 year Service code 27 · EIN 20-2217636 | Advisory (Plan) | $24,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,744 | $55,002+94.1% | $59,887+78.2% | $56,287+89.6% |
| Participation rate | 64.0% | 75.9%-11.9pp | 74.7%-10.7pp | 69.9%-5.8pp |
| Annual return | -2.47% | 1.13%-3.6pp | 3.46%-5.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $1,466 | $2,448-40.1% | $2,722-46.2% | $2,111-30.6% |
| Participant deferral / active EE | $2,895 | $3,121-7.3% | $3,402-14.9% | $3,350-13.6% |
| Admin fee / account holder | $336 | $236+42.6% | $3,591-90.6% | $521-35.5% |