Filed October 17, 2014
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 52 · EIN 04-1590850 | Indirect Investment Fees | $40,743 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,418 |
Filed as: THE RETIREMENT ADVANTAGE-APPLETON Service code 13 | Contract Administrator | $2,835 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816608 47 PARK PLACE · APPLETON, WI 54914 | Contract Administrator | $207 |
BARCLAY PLANNING GROUP4+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 13 · EIN 38-3466149 | Contract Administrator | $75 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENET SOLUTIONS Service code 28 | Investment Management | $0 |
Service code 52 · EIN 61-1732930 | Indirect Investment Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,143 | $42,396-10.0% | $67,313-43.3% | $56,289-32.2% |
| Participation rate | 84.0% | 61.0%+23.0pp | 69.1%+14.9pp | 69.9%+14.2pp |
| Annual return | 0.67% | -36.63%+37.3pp | -4.08%+4.7pp | -9.96%+10.6pp |
| Employer contribution / active EE | $1,934 | $1,414+36.8% | $2,566-24.6% | $2,111-8.4% |
| Participant deferral / active EE | $6,124 | $2,360+159.5% | $3,568+71.6% | $3,350+82.8% |
| Admin fee / account holder | $279 | $510-45.2% | $4,507-93.8% | $521-46.4% |