Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $403,127 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $154,263 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $36,142 |
QUALIFIED PLANS, LLC6+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $33,811 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $18,705 |
Filed as: MCKINLEY CARTER WEALTH SERVICE Service code 71 · EIN 54-2111721 | Brokerage Fees | $2,805 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $338 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $225 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER4 years Service code 52 · EIN 13-2665689 | 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 | $50,279 | $56,095-10.4% | $178,503-71.8% | $90,274-44.3% |
| Participation rate | 96.4% | 65.6%+30.8pp | 81.9%+14.4pp | 73.4%+23.0pp |
| Annual return | 17.14% | 28.81%-11.7pp | 151.12%-134.0pp | 53.97%-36.8pp |
| Employer contribution / active EE | $2,695 | $1,572+71.4% | $5,011-46.2% | $2,523+6.8% |
| Participant deferral / active EE | $3,453 | $2,669+29.4% | $5,202-33.6% | $4,231-18.4% |
| Admin fee / account holder | $139 | $101+38.0% | $13,987-99.0% | $114+21.7% |