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 52 · EIN 04-1590850 | Indirect Investment Fees | $66,949 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $12,500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,000 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $9,602 |
THE RETIREMENT ADVANTAGE INC6+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $3,825 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 10 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,070 | $111,608-38.1% | $177,840-61.2% | $73,412-5.9% |
| Participation rate | 94.0% | 87.9%+6.2pp | 87.7%+6.3pp | 72.2%+21.9pp |
| Annual return | 20.31% | 18.23%+2.1pp | 48.32%-28.0pp | 59.30%-39.0pp |
| Employer contribution / active EE | $2,576 | $3,796-32.1% | $5,919-56.5% | $2,234+15.3% |
| Participant deferral / active EE | $4,179 | $6,199-32.6% | $7,714-45.8% | $3,806+9.8% |
| Admin fee / account holder | $303 | $166+82.9% | $12,431-97.6% | $158+91.8% |