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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $15,620 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $13,495 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $843 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,101 | $95,383-42.2% | $185,837-70.3% | $85,856-35.8% |
| Participation rate | 62.3% | 68.8%-6.4pp | 81.7%-19.4pp | 69.3%-7.0pp |
| Annual return | 11.06% | 23.59%-12.5pp | 122.08%-111.0pp | 318.58%-307.5pp |
| Employer contribution / active EE | $1,530 | $3,313-53.8% | $5,168-70.4% | $2,565-40.4% |
| Participant deferral / active EE | $1,931 | $3,423-43.6% | $5,568-65.3% | $3,952-51.1% |
| Admin fee / account holder | $135 | $7,213-98.1% | $16,241-99.2% | $6,261-97.8% |