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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $22,393 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 50 · EIN 33-0499726 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Direct Payment | $18,853 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,729 | $73,638-50.1% | $95,960-61.7% | $73,493-50.0% |
| Participation rate | 57.8% | 76.2%-18.4pp | 77.1%-19.3pp | 70.7%-12.9pp |
| Annual return | 18.59% | 16.78%+1.8pp | 91.63%-73.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,187 | $3,617-39.5% | $4,167-47.5% | $3,740-41.5% |
| Admin fee / account holder | $332 | $482-31.2% | $6,797-95.1% | $513-35.4% |