Filed April 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 41-1486060 | Insurance Commissions | $69,805 |
Filed as: JOSEPH C ABLAHANI Service code 53 363 ROUTE 46W · FAIRFIELD, NJ 07004 | Insurance Commissions | $34,903 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,999 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE - APPLETON Service code 13 · EIN 36-1816008 | Contract Administrator | $20,967 |
JEFFREY SLOCUM & ASSOCIATES2 years Filed as: JEFFREY DICKINSON Service code 53 245 S STREET · MORRISTOWN, NJ 07960 | Insurance Commissions | $11,634 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUUTAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $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 | $75,056 | $65,223+15.1% | $80,022-6.2% | $55,725+34.7% |
| Participation rate | 97.1% | 80.6%+16.6pp | 75.8%+21.3pp | 70.9%+26.3pp |
| Annual return | -1.57% | 7.59%-9.2pp | 11.22%-12.8pp | 244.93%-246.5pp |
| Employer contribution / active EE | $2,277 | $2,544-10.5% | $2,468-7.7% | $2,078+9.6% |
| Participant deferral / active EE | $3,913 | $3,881+0.8% | $3,686+6.2% | $3,356+16.6% |
| Admin fee / account holder | $35 | $114-69.2% | $6,521-99.5% | $115-69.5% |