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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSUR CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $109,146 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,047 |
SUEMORI & INOUYE, INC.2+ years Service code 64 · EIN 99-0242667 | Recordkeeping Fees | $20,912 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,090 | $42,546+118.8% | $71,796+29.7% | $55,167+68.7% |
| Participation rate | 66.4% | 59.1%+7.3pp | 69.1%-2.7pp | 69.0%-2.6pp |
| Annual return | -41.10% | 12.36%-53.5pp | 78.04%-119.1pp | 169.23%-210.3pp |
| Employer contribution / active EE | $1,445 | $803+79.8% | $1,924-24.9% | $1,963-26.4% |
| Participant deferral / active EE | $5,072 | $2,064+145.7% | $2,794+81.5% | $3,054+66.1% |
| Admin fee / account holder | $577 | $650-11.1% | $4,815-88.0% | $504+14.6% |