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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $204,153 |
Service code 14 · EIN 65-0790004 | Plan Administrator | $22,000 |
LAPADULA CARLSON & CO4 years Service code 10 · EIN 65-0292391 | Accounting | $15,934 |
VENABLE LAW FIRM4 years Service code 29 · EIN 59-1824867 | Legal | $4,094 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,666 | $72,269-50.6% | $101,271-64.8% | $79,852-55.3% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.8%-75.8pp | 69.6%-69.6pp |
| Annual return | 14.50% | 22.29%-7.8pp | 46.48%-32.0pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,718 | $2,692-36.2% | $3,660-53.1% | $2,471-30.5% |
| Participant deferral / active EE | $3,276 | $3,282-0.2% | $4,371-25.0% | $3,740-12.4% |
| Admin fee / account holder | $314 | $4,401-92.9% | $5,948-94.7% | $5,306-94.1% |