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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $102,848 |
401(K) ADVISORS INC3 years Filed as: 401(K) ADVISORS, INC. Service code 27 | Advisory (Plan) | $61,657 |
Filed as: EMPOWER ANNUITY INS. CO OF AM Service code 64 815 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,380 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS, Service code 17 | Pension Consulting | $12,316 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $8,385 |
401(K) ADVISORS INC3 years Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $0 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 25-1759623 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,775 | $102,553+56.8% | $151,611+6.0% | $66,914+140.3% |
| Participation rate | 88.2% | 85.5%+2.7pp | 87.5%+0.7pp | 69.8%+18.4pp |
| Annual return | -16.25% | -10.82%-5.4pp | 3.33%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $7,917 | $4,180+89.4% | $6,166+28.4% | $2,544+211.2% |
| Participant deferral / active EE | $7,906 | $6,641+19.1% | $8,363-5.5% | $4,237+86.6% |
| Admin fee / account holder | $821 | $630+30.3% | $11,616-92.9% | $593+38.3% |