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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $88,732 |
Filed as: MORGAN STANLEY SMITHBARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $31,284 |
GILBERT & SACKMAN6+ years Service code 29 · EIN 95-2906951 | Legal | $14,987 |
DAVID BRODY & CO.1 year Filed as: DAVID BRODY & CO Service code 10 · EIN 95-4778275 | Accounting | $7,600 |
TRI-COUNTIES SMACNA1 year Service code 15 · EIN 77-0352309 | Recordkeeping | $5,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,585 | $81,719-57.7% | $101,271-65.8% | $90,274-61.7% |
| Participation rate | 51.7% | 80.7%-29.0pp | 75.8%-24.1pp | 73.4%-21.7pp |
| Annual return | 15.75% | 337.64%-321.9pp | 46.48%-30.7pp | 53.97%-38.2pp |
| Employer contribution / active EE | $1,045 | $3,622-71.2% | $3,660-71.4% | $2,523-58.6% |
| Participant deferral / active EE | $218 | $3,310-93.4% | $4,371-95.0% | $4,231-94.8% |
| Admin fee / account holder | $340 | $162+109.9% | $5,948-94.3% | $114+197.9% |