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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $93,951 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 50 · EIN 04-1590850 | Direct Payment | $33,619 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 26 · EIN 20-4751585 | Advisory (Participants) | $15,791 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $10,086 |
Service code 26 · EIN 20-4751585 | Advisory (Participants) | $5,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,157 | $67,512-59.8% | $185,823-85.4% | $93,030-70.8% |
| Participation rate | 27.9% | 67.1%-39.2pp | 81.7%-53.8pp | 73.9%-46.0pp |
| Annual return | 12.81% | 21.04%-8.2pp | 122.05%-109.2pp | 158.70%-145.9pp |
| Employer contribution / active EE | $29 | $1,783-98.4% | $5,167-99.4% | $2,706-98.9% |
| Participant deferral / active EE | $1,053 | $3,035-65.3% | $5,568-81.1% | $4,562-76.9% |
| Admin fee / account holder | $223 | $318-29.8% | $16,237-98.6% | $152+47.1% |