Filed March 12, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ADVOCATES2+ years Service code 99 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Other Fees | $16,949 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $10,083 |
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 | $80,768 | $74,089+9.0% | $133,975-39.7% | $55,167+46.4% |
| Participation rate | 92.4% | 84.3%+8.1pp | 87.1%+5.3pp | 69.0%+23.4pp |
| Annual return | 8.06% | 12.11%-4.1pp | 29.29%-21.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,577 | $3,064-15.9% | $5,211-50.5% | $1,963+31.3% |
| Participant deferral / active EE | $3,504 | $4,678-25.1% | $6,282-44.2% | $3,054+14.7% |
| Admin fee / account holder | $71 | $458-84.4% | $9,324-99.2% | $504-85.8% |