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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $34,782 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,545 |
RETIREMENTPLANS.COM, LLC3 years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $12,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,637 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $4,399 |
RETIREMENTPLANS.COM, LLC1 year Filed as: RETIREMENTPLANS.COM,LLC Service code 13 | Contract Administrator | $100 |
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 | $67,699 | $65,125+4.0% | $143,797-52.9% | $66,949+1.1% |
| Participation rate | 74.7% | 65.2%+9.5pp | 80.3%-5.6pp | 69.8%+4.9pp |
| Annual return | -14.73% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $2,346 | $2,362-0.7% | $4,952-52.6% | $2,545-7.8% |
| Participant deferral / active EE | $4,209 | $2,920+44.1% | $5,638-25.3% | $4,239-0.7% |
| Admin fee / account holder | $501 | $503-0.4% | $14,679-96.6% | $594-15.7% |