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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $35,052 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,419 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $3,395 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $2,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,269 | $79,151-63.0% | $60,919-52.0% | $64,824-54.8% |
| Participation rate | 51.6% | 77.7%-26.1pp | 73.1%-21.5pp | 71.5%-19.9pp |
| Annual return | -16.45% | -7.12%-9.3pp | 16.96%-33.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $1,363 | $3,052-55.3% | $2,704-49.6% | $2,507-45.6% |
| Participant deferral / active EE | $3,906 | $3,727+4.8% | $3,814+2.4% | $4,311-9.4% |
| Admin fee / account holder | $182 | $106+72.0% | $3,228-94.4% | $188-3.2% |