Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 | Other Services | $478,184 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $138,783 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $59,562 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $33,652 |
Filed as: MCKINLEY CARTER WEALTH SERVICE Service code 71 · EIN 54-2111721 | Brokerage Fees | $2,269 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $300 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $198 |
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 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | 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 | $34,910 | $45,382-23.1% | $154,108-77.3% | $75,289-53.6% |
| Participation rate | 95.6% | 65.9%+29.7pp | 83.0%+12.6pp | 72.4%+23.2pp |
| Annual return | -5.09% | -0.47%-4.6pp | 735.21%-740.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,361 | $1,533+54.0% | $5,298-55.4% | $2,405-1.8% |
| Participant deferral / active EE | $3,137 | $2,384+31.6% | $5,081-38.3% | $3,739-16.1% |
| Admin fee / account holder | $166 | $89+85.4% | $13,411-98.8% | $102+61.9% |