Filed March 12, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATES1+ years Service code 99 · EIN 27-0435466 215 COMMERCIAL STREET, 4TH FLOOR · PORTLAND, ME 04101 | Other Fees | $39,521 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
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 | $86,627 | $70,667+22.6% | $123,105-29.6% | $52,331+65.5% |
| Participation rate | 87.6% | 83.7%+3.9pp | 86.8%+0.9pp | 68.1%+19.5pp |
| Annual return | 0.58% | 6.23%-5.7pp | 13.22%-12.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,777 | $2,946-5.7% | $5,151-46.1% | $1,882+47.6% |
| Participant deferral / active EE | $3,512 | $4,493-21.8% | $6,229-43.6% | $3,022+16.2% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |