Filed January 23, 2023
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS COT Service code 49 · EIN 04-1590850 | Other Services | $56,850 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $12,100 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $12,100 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL -RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,000 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $7,232 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 47 PARK PL · APPLETON, WI 54914 | Contract Administrator | $1,713 |
Participant contribution per participant 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 | $56,333 | $88,515-36.4% | $162,177-65.3% | $67,579-16.6% |
| Participation rate | 89.2% | 86.8%+2.4pp | 87.6%+1.6pp | 71.3%+17.9pp |
| Annual return | 24.27% | 27.04%-2.8pp | 115.60%-91.3pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,546 | $3,563-56.6% | $5,613-72.5% | $2,148-28.0% |
| Participant deferral / active EE | $2,922 | $5,724-48.9% | $7,297-60.0% | $3,539-17.4% |
| Admin fee / account holder | $264 | $124+113.9% | $10,843-97.6% | $142+85.9% |