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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Indirect Investment Fees | $49,884 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 3150 US RT. 60 · ONA, WV 25545 | Contract Administrator | $39,287 |
OLD NATIONAL WEALTH MANAGEMENT1+ years Service code 15 · EIN 61-1274802 PO BOX 966 · EVANSVILLE, IN 47706 | Recordkeeping | $25,000 |
DUNN AND WALLBAUM LLC1+ years Service code 29 · EIN 46-1576504 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $18,885 |
FRANK N HESTAND CPA PSC1+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,730 | $68,413+23.8% | $123,105-31.2% | $55,191+53.5% |
| Participation rate | 99.5% | 84.5%+15.0pp | 86.8%+12.8pp | 69.2%+30.4pp |
| Annual return | -0.60% | 6.30%-6.9pp | 13.22%-13.8pp | 10.78%-11.4pp |
| Employer contribution / active EE | $5,656 | $3,050+85.4% | $5,151+9.8% | $1,899+197.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $389 | $88+343.5% | $9,014-95.7% | $91+329.0% |