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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $16,848 |
Filed as: MML INVESTORS SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $10,971 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,489 |
QUALIFIED PLANS, LLC5+ years Service code 13 | Contract Administrator | $2,098 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $1,704 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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 | $24,338 | $52,293-53.5% | $178,503-86.4% | $73,412-66.8% |
| Participation rate | 82.1% | 65.3%+16.7pp | 81.9%+0.1pp | 72.2%+9.9pp |
| Annual return | 11.81% | 34.75%-22.9pp | 151.12%-139.3pp | 59.30%-47.5pp |
| Employer contribution / active EE | $629 | $1,736-63.8% | $5,011-87.5% | $2,234-71.8% |
| Participant deferral / active EE | $1,636 | $2,333-29.9% | $5,202-68.5% | $3,806-57.0% |
| Admin fee / account holder | $63 | $127-50.9% | $13,987-99.6% | $158-60.4% |