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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $53,274 |
Filed as: HERITAGE INSTITUTIONAL SERVICES Service code 27 · EIN 27-2388726 | Advisory (Plan) | $37,354 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $7,141 |
Service code 10 · EIN 48-1032601 | Accounting | $5,298 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,717 | $65,862+33.2% | $124,672-29.6% | $79,386+10.5% |
| Participation rate | 74.1% | 62.2%+11.9pp | 74.6%-0.5pp | 70.7%+3.4pp |
| Annual return | 26.99% | 19.02%+8.0pp | 5142.93%-5115.9pp | 116.85%-89.9pp |
| Employer contribution / active EE | $944 | $1,883-49.9% | $3,324-71.6% | $2,427-61.1% |
| Participant deferral / active EE | $4,231 | $2,772+52.6% | $4,614-8.3% | $4,046+4.6% |
| Admin fee / account holder | $631 | $673-6.2% | $7,493-91.6% | $626+0.7% |