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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $122,299 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $66,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,419 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,755 | $64,612-30.7% | $86,451-48.2% | $64,824-31.0% |
| Participation rate | 95.7% | 81.5%+14.3pp | 80.3%+15.4pp | 71.5%+24.2pp |
| Annual return | -16.02% | 0.66%-16.7pp | 4398.51%-4414.5pp | 32.84%-48.9pp |
| Employer contribution / active EE | $3,485 | $2,744+27.0% | $3,770-7.6% | $2,507+39.0% |
| Participant deferral / active EE | $10,512 | $7,497+40.2% | $6,953+51.2% | $4,311+143.8% |
| Admin fee / account holder | $258 | $169+52.6% | $6,734-96.2% | $188+37.4% |