Filed January 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,152 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,576 |
QBI, LLC2 years Service code 13 · EIN 26-2768667 | Contract Administrator | $2,100 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $1,668 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS - QBI Service code 13 | Contract Administrator | $1,423 |
AB FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,989 | $74,706-46.5% | $75,696-47.2% | $79,386-49.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 16.01% | 18.52%-2.5pp | 104.53%-88.5pp | 116.85%-100.8pp |
| Employer contribution / active EE | $2,700 | $2,590+4.3% | $2,743-1.6% | $2,427+11.2% |
| Participant deferral / active EE | $7,962 | $3,533+125.4% | $3,821+108.4% | $4,046+96.8% |
| Admin fee / account holder | $188 | $374-49.7% | $3,619-94.8% | $626-69.9% |