Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $21,998 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $8,055 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,125 |
JACOBS, COOLIDGE & COMPANY, LLC1+ years Service code 27 | Advisory (Plan) | $5,437 |
Service code 56 · EIN 58-6000498 | Non-monetary compensation | $125 |
ANDREW FAIR, ESQ.1+ years Filed as: ANDREW L. MOORE Service code 53 4695 MACARTHUR CT. · NEWPORT BEACH, CA 92660 | Insurance Commissions | $0 |
CARL IVKA1+ years Filed as: CARL B. COOLIDGE Service code 53 4355 CORAL PARK DR. · BRUNSWICK, GA 31520 | Insurance Commissions | $0 |
JACOBS, COOLIDGE & COMPANY, LLC1+ years Filed as: JACOBS, COOLIDGE AND COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL C. JACOBS Service code 53 4355 CORAL PARK DR. · BRUNSWICK, GA 31520 | Insurance Commissions | $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 | $42,981 | $37,117+15.8% | $147,617-70.9% | $55,191-22.1% |
| Participation rate | 80.3% | 63.6%+16.7pp | 84.6%-4.3pp | 69.2%+11.1pp |
| Annual return | 0.06% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,705 | $1,620+5.2% | $5,564-69.4% | $1,899-10.2% |
| Participant deferral / active EE | $1,884 | $1,985-5.1% | $4,895-61.5% | $3,046-38.2% |
| Admin fee / account holder | $29 | $86-65.9% | $11,612-99.7% | $91-67.8% |