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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 33 · EIN 04-1590850 | Securities brokerage; Soft dollars co... | $402,126 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $116,904 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $49,415 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $32,246 |
Filed as: MCKINLEY CARTER WEALTH SERVICE Service code 71 · EIN 54-2111721 | Brokerage Fees | $1,822 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $150 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | 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 | $36,092 | $44,989-19.8% | $170,435-78.8% | $77,958-53.7% |
| Participation rate | 95.8% | 64.6%+31.2pp | 83.6%+12.2pp | 71.6%+24.2pp |
| Annual return | 16.66% | 19.61%-3.0pp | 205.94%-189.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $2,378 | $1,466+62.2% | $5,432-56.2% | $2,310+2.9% |
| Participant deferral / active EE | $3,037 | $2,208+37.6% | $4,939-38.5% | $3,537-14.1% |
| Admin fee / account holder | $146 | $69+111.1% | $13,881-99.0% | $97+49.5% |