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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $256,623 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $17,236 |
Service code 14 · EIN 65-0790004 | Plan Administrator | $12,441 |
VENABLE LAW FIRM6 years Service code 29 · EIN 59-1824867 | Legal | $2,828 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,331 | $106,236-68.6% | $112,249-70.3% | $64,819-48.6% |
| Participation rate | 72.1% | 71.7%+0.4pp | 75.1%-3.0pp | 71.5%+0.6pp |
| Annual return | -15.00% | -6.02%-9.0pp | 27.48%-42.5pp | 32.84%-47.8pp |
| Employer contribution / active EE | $197 | $3,166-93.8% | $3,636-94.6% | $2,507-92.2% |
| Participant deferral / active EE | $298 | $3,785-92.1% | $4,729-93.7% | $4,311-93.1% |
| Admin fee / account holder | $332 | $452-26.5% | $6,412-94.8% | $188+76.6% |