Filed April 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 41-1486060 | Insurance Commissions | $32,615 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,377 |
Filed as: JOSEPH C ABLAHANI Service code 53 363 ROUTE 46W · FAIRFIELD, NJ 07004 | Insurance Commissions | $30,307 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE - APPLETON Service code 13 · EIN 36-1816008 | Contract Administrator | $21,638 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978 | Insurance Commissions | $18,430 |
BRIAN FREEMAN1 year Filed as: BRIAN BUSHWELL Service code 53 120 EAGLE ROCK AVE · EAST HANNOVER, NJ 07936 | Insurance Commissions | $13,252 |
WILLIAM BLAIR1 year Filed as: WILLIAM ANTHONY NARDUZZI Service code 53 120 EAGLE ROCK AVE · EAST HANNOVER, NJ 07936 | Insurance Commissions | $13,252 |
Filed as: JEFFREY DICKINSON Service code 53 245 S ST · MORRISTOWN, NJ 07960 | Insurance Commissions | $10,102 |
Service code 50 · EIN 20-2319461 | Direct Payment | $3,660 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,707 | $75,284-3.4% | $91,004-20.1% | $69,631+4.4% |
| Participation rate | 97.1% | 80.4%+16.7pp | 75.6%+21.5pp | 70.7%+26.4pp |
| Annual return | 11.69% | 48.40%-36.7pp | 4.60%+7.1pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $2,107 | $2,473-14.8% | $2,456-14.2% | $2,032+3.7% |
| Participant deferral / active EE | $3,559 | $3,700-3.8% | $3,548+0.3% | $3,224+10.4% |
| Admin fee / account holder | $49 | $111-55.3% | $5,417-99.1% | $110-55.2% |