Filed December 8, 2025
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,101 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $12,258 |
Filed as: PENSION PLAN SPECIALISTS PC Service code 13 | Contract Administrator | $5,179 |
Service code 53 · EIN 93-0987232 | Insurance Commissions | $1,899 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Account maintenanc... | $178 |
PENSION PLAN SPECIALISTS, PC3+ years Service code 13 · EIN 26-1570786 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,252 | $37,196+35.1% | $154,114-67.4% | $55,725-9.8% |
| Participation rate | 46.2% | 64.1%-17.9pp | 83.0%-36.9pp | 70.9%-24.7pp |
| Annual return | 6.10% | 1319.68%-1313.6pp | 735.16%-729.1pp | 244.93%-238.8pp |
| Employer contribution / active EE | $1,373 | $1,614-14.9% | $5,298-74.1% | $2,078-33.9% |
| Participant deferral / active EE | $2,457 | $2,068+18.8% | $5,081-51.6% | $3,356-26.8% |
| Admin fee / account holder | $99 | $102-2.9% | $13,411-99.3% | $115-14.3% |