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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 1295 STATE ST. · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $56,151 |
EDWARDS AND LEATHERS, P.C.5+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $15,420 |
MARY DELANEY CERETTO5+ years Filed as: MARY BUSTAMONTE Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $12,109 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCE, INC. Service code 15 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $12,064 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL CO Service code 17 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Pension Consulting | $6,000 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $5,896 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,676 | $66,650-39.0% | $92,915-56.2% | $67,582-39.8% |
| Participation rate | 70.3% | 72.5%-2.2pp | 76.0%-5.7pp | 71.3%-1.0pp |
| Annual return | 20.77% | 92.64%-71.9pp | 109.45%-88.7pp | 378.57%-357.8pp |
| Employer contribution / active EE | $786 | $2,777-71.7% | $3,653-78.5% | $2,148-63.4% |
| Participant deferral / active EE | $158 | $3,160-95.0% | $4,238-96.3% | $3,539-95.5% |
| Admin fee / account holder | $344 | $199+72.9% | $5,796-94.1% | $142+141.9% |