Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $96,486 |
QUALIFIED PLANS, LLC4+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $62,923 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,480 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $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 | $229,482 | $92,897+147.0% | $90,782+152.8% | $56,289+307.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -4.42% | -2.59%-1.8pp | -3.42%-1.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $8,231 | $3,871+112.6% | $4,105+100.5% | $2,111+289.9% |
| Participant deferral / active EE | $5,621 | $5,551+1.3% | $5,366+4.8% | $3,350+67.8% |
| Admin fee / account holder | $14 | $440-96.7% | $5,908-99.8% | $521-97.2% |