Filed April 2, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $356,414 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 | Insurance Commissions | $117,330 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,310 |
QUALIFIED PLANS, LLC8+ years Service code 14 · EIN 58-2605083 | Plan Administrator | $48,133 |
JACOBS, COOLIDGE & COMPANY, LLC8+ years Service code 27 · EIN 20-4766726 | Advisory (Plan) | $38,079 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $32,763 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 · EIN 82-3719843 | Contract Administrator | $28,009 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 71 · EIN 84-0467907 | Brokerage Fees | $172 |
ANDREW FAIR, ESQ.6 years Filed as: ANDREW L MOORE Service code 53 4695 MACARTHUR CT · NEWPORT BEACH, CA 94966 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,992 | $45,000+13.3% | $143,797-64.5% | $77,906-34.5% |
| Participation rate | 94.3% | 66.8%+27.4pp | 80.3%+13.9pp | 73.7%+20.6pp |
| Annual return | -15.24% | 29.03%-44.3pp | -0.04%-15.2pp | 12.16%-27.4pp |
| Employer contribution / active EE | $2,771 | $1,870+48.2% | $4,952-44.1% | $2,846-2.7% |
| Participant deferral / active EE | $3,681 | $3,157+16.6% | $5,638-34.7% | $4,805-23.4% |
| Admin fee / account holder | $185 | $98+88.2% | $14,679-98.7% | $133+39.7% |