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 | $485,839 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $202,144 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $57,232 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $34,936 |
Filed as: MCKINLEY CARTER WEALTH SERVICE Service code 71 · EIN 54-2111721 | Brokerage Fees | $2,724 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $280 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $250 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 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 | $45,429 | $47,456-4.3% | $172,753-73.7% | $77,775-41.6% |
| Participation rate | 87.3% | 66.3%+21.0pp | 82.6%+4.7pp | 73.2%+14.1pp |
| Annual return | 21.95% | 35.57%-13.6pp | 803.00%-781.1pp | 32.58%-10.6pp |
| Employer contribution / active EE | $2,465 | $1,574+56.6% | $5,144-52.1% | $2,504-1.6% |
| Participant deferral / active EE | $3,240 | $2,560+26.6% | $5,198-37.7% | $3,966-18.3% |
| Admin fee / account holder | $184 | $81+127.1% | $13,956-98.7% | $100+83.4% |