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| Provider | Service type | Compensation |
|---|---|---|
Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 25 NEWBRIDGE ROAD, SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $33,750 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,883 |
MCAFEE & TAFT2 years Service code 29 10TH FLOOR, TWO LEADERSHIP SQUARE · OKLAHOMA, OK 73102 | Legal | $23,273 |
BENEFIT RESOURCES, INC.1 year Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $13,668 |
EDWARDS AND LEATHERS, P.C.2 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,490 | $91,517-28.4% | $101,275-35.3% | $73,412-10.8% |
| Participation rate | 98.7% | 73.8%+24.9pp | 75.8%+22.9pp | 72.2%+26.5pp |
| Annual return | 14.88% | 17.17%-2.3pp | 46.48%-31.6pp | 59.30%-44.4pp |
| Employer contribution / active EE | $861 | $2,877-70.1% | $3,660-76.5% | $2,234-61.5% |
| Participant deferral / active EE | $84 | $3,338-97.5% | $4,371-98.1% | $3,806-97.8% |
| Admin fee / account holder | $372 | $216+72.2% | $5,948-93.8% | $158+135.4% |