Filed April 2, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 53 | Insurance Commissions | $102,524 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,613 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $33,480 |
JACOBS, COOLIDGE & COMPANY, LLC2+ years Service code 27 · EIN 20-4766726 | Advisory (Plan) | $24,566 |
Filed as: MCKINLEY CARTER WEALTH SERVICE Service code 71 · EIN 54-2111721 | Brokerage Fees | $1,521 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL CALHOUN JACOBS Service code 53 4355 CORAL PARK DR. · BRUNSWICK, GA 31520 | Insurance Commissions | $751 |
CARL IVKA2+ years Filed as: CARL B. COOLIDGE Service code 53 4355 CORAL PARK DR. · BRUNSWICK, GA 31520 | Insurance Commissions | $725 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $638 |
ANDREW FAIR, ESQ.2+ years Filed as: ANDREW L. MOORE Service code 53 4695 MACARTHUR CT. · NEWPORT BEACH, CA 92660 | Insurance Commissions | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $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 | $36,283 | $37,213-2.5% | $156,551-76.8% | $63,975-43.3% |
| Participation rate | 84.6% | 65.0%+19.6pp | 84.0%+0.5pp | 71.1%+13.4pp |
| Annual return | 465.07% | 47.89%+417.2pp | 32.23%+432.8pp | 48.65%+416.4pp |
| Employer contribution / active EE | $2,274 | $1,357+67.6% | $5,501-58.7% | $2,182+4.2% |
| Participant deferral / active EE | $2,711 | $2,070+30.9% | $4,871-44.4% | $3,356-19.2% |
| Admin fee / account holder | $25 | $56-56.2% | $13,028-99.8% | $70-65.0% |