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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,015 |
BKD, LLP1+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,360 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $8,722 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $0 |
Filed as: MASSUCHUSETTS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INS AGENCY Service code 53 · EIN 51-0120742 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,689 | $52,678-47.4% | $75,784-63.5% | $59,633-53.6% |
| Participation rate | 78.2% | 67.2%+11.0pp | 75.8%+2.4pp | 68.7%+9.5pp |
| Annual return | -1.92% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $7,095 | $2,193+223.5% | $3,323+113.5% | $2,203+222.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $324 | $3,610-91.0% | $5,300-93.9% | $4,297-92.5% |