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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,408 |
PENSION ASSURANCE LLP2+ years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 65-0721164 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 70 · EIN 51-0120742 | Consulting Fees | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,627 | $50,643-27.7% | $106,619-65.6% | $55,167-33.6% |
| Participation rate | 60.6% | 65.6%-5.0pp | 78.0%-17.4pp | 69.0%-8.4pp |
| Annual return | 4.39% | 7.02%-2.6pp | 9.42%-5.0pp | 169.23%-164.8pp |
| Employer contribution / active EE | $1,102 | $1,626-32.2% | $3,947-72.1% | $1,963-43.9% |
| Participant deferral / active EE | $1,656 | $2,208-25.0% | $3,930-57.9% | $3,054-45.8% |
| Admin fee / account holder | $305 | $488-37.6% | $6,418-95.3% | $504-39.6% |