Filed November 3, 2013
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 INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $36,011 |
Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $34,393 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 14 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Plan Administrator | $12,646 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $10,387 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 13 | Contract Administrator | $6,168 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $0 |
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 | $75,162 | $60,989+23.2% | $60,899+23.4% | $66,930+12.3% |
| Participation rate | 83.4% | 74.5%+9.0pp | 73.1%+10.3pp | 69.8%+13.6pp |
| Annual return | -14.11% | -9.60%-4.5pp | 16.92%-31.0pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,841 | $2,661-30.8% | $2,702-31.9% | $2,545-27.7% |
| Participant deferral / active EE | $3,770 | $3,615+4.3% | $3,817-1.2% | $4,238-11.0% |
| Admin fee / account holder | $293 | $338-13.5% | $3,225-90.9% | $593-50.7% |