Filed October 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTAL LIFE INSUR. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $12,059 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $5,925 |
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 | $76,047 | $88,324-13.9% | $115,038-33.9% | $55,191+37.8% |
| Participation rate | 75.2% | 72.5%+2.7pp | 81.4%-6.1pp | 69.2%+6.1pp |
| Annual return | 1.90% | 6.30%-4.4pp | 26.14%-24.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $930 | $2,805-66.8% | $4,608-79.8% | $1,899-51.0% |
| Participant deferral / active EE | $5,569 | $5,042+10.4% | $6,026-7.6% | $3,046+82.8% |
| Admin fee / account holder | $19 | $105-81.7% | $8,175-99.8% | $91-78.7% |