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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INS COMPANY Service code 49 · EIN 04-1590850 | Other Services | $16,303 |
QUEST CAPITAL STRATEGIES INC4+ years Service code 53 · EIN 95-3859254 | Insurance Commissions | $7,094 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $6,356 |
HUNNEX AND SHOEMAKER, INC.4+ years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $3,647 |
Filed as: HUNNEX & SHOEMAKER INC Service code 15 · EIN 91-1072394 | Recordkeeping | $500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,263 | $73,102-31.2% | $123,552-59.3% | $56,287-10.7% |
| Participation rate | 62.7% | 74.3%-11.6pp | 82.3%-19.5pp | 69.9%-7.1pp |
| Annual return | -7.65% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,091 | $5,423+12.3% | $6,426-5.2% | $3,350+81.8% |
| Admin fee / account holder | $500 | $554-9.7% | $9,285-94.6% | $521-4.0% |