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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $155,108 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 25 NEWBRIDGE ROAD, SUITE 205 · HICHSVILLE, NY 11801 | Advisory (Plan) | $40,500 |
BENEFIT RESOURCES, INC.2 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $13,293 |
EDWARDS AND LEATHERS, P.C.3 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $10,500 |
MCAFEE & TAFT3 years Service code 29 10TH FLOOR, TWO LEADERSHIP SQUARE · OKLAHOMA, OK 73102 | Legal | $5,569 |
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 | $51,338 | $78,275-34.4% | $109,188-53.0% | $86,821-40.9% |
| Participation rate | 96.2% | 73.8%+22.4pp | 75.9%+20.3pp | 72.3%+23.9pp |
| Annual return | 25.46% | 19.14%+6.3pp | 25.76%-0.3pp | 97.94%-72.5pp |
| Employer contribution / active EE | $1,110 | $3,105-64.2% | $3,723-70.2% | $2,406-53.9% |
| Participant deferral / active EE | $52 | $3,641-98.6% | $4,654-98.9% | $4,132-98.7% |
| Admin fee / account holder | $481 | $198+142.3% | $6,755-92.9% | $170+183.6% |