Filed April 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 41-1486060 | Insurance Commissions | $105,213 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $28,207 |
Filed as: THE RETIREMENT ADVANTAGE-APPLETON Service code 13 47 PARK PLACE · APPLETON, WI 54914 | Contract Administrator | $20,916 |
Filed as: JOSEPH C ABLAHANI Service code 53 363 ROUTE 46W · FAIRFIELD, NJ 07004 | Insurance Commissions | $15,315 |
JEFFREY SLOCUM & ASSOCIATES3 years Filed as: JEFFREY DICKINSON Service code 53 78-80 MAIN ST · MORRISTOWN, NJ 07960 | Insurance Commissions | $13,392 |
Filed as: THE RETIREMNT ADVANTAGE, INC. Service code 14 | Plan Administrator | $1,650 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 36-1816008 | Contract Administrator | $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 | $79,837 | $74,347+7.4% | $93,621-14.7% | $67,579+18.1% |
| Participation rate | 97.8% | 80.6%+17.2pp | 75.8%+22.0pp | 71.3%+26.6pp |
| Annual return | 14.38% | 28.07%-13.7pp | 32.76%-18.4pp | 378.56%-364.2pp |
| Employer contribution / active EE | $1,883 | $2,583-27.1% | $2,719-30.7% | $2,148-12.3% |
| Participant deferral / active EE | $3,766 | $4,060-7.3% | $4,070-7.5% | $3,539+6.4% |
| Admin fee / account holder | $37 | $123-69.8% | $7,890-99.5% | $142-74.0% |