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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $57,467 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $55,766 |
Service code 14 · EIN 65-0790004 | Plan Administrator | $22,000 |
VENABLE LAW FIRM2 years Service code 29 · EIN 59-1824867 | Legal | $15,709 |
LAPADULA CARLSON & CO2 years Service code 10 · EIN 65-0292391 | Accounting | $14,923 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $145,928 | $57,352+154.4% | $83,830+74.1% | $64,173+127.4% |
| Participation rate | 0.0% | 68.6%-68.6pp | 76.1%-76.1pp | 69.6%-69.6pp |
| Annual return | -4.67% | 11.38%-16.1pp | 850.97%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,745 | $2,546+7.8% | $3,631-24.4% | $2,381+15.3% |
| Participant deferral / active EE | $3,935 | $2,993+31.5% | $4,082-3.6% | $3,470+13.4% |
| Admin fee / account holder | $578 | $4,046-85.7% | $5,479-89.4% | $4,887-88.2% |