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 | $443,459 |
Filed as: MML INVESTORS SERVICES INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $146,473 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 191 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $62,286 |
Filed as: JACOBS COOLIDGE & COMPANY, LLC Service code 27 · EIN 20-4766726 | Advisory (Plan) | $38,420 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,939 |
QUALIFIED PLANS, LLC9+ years Service code 14 · EIN 58-2605083 | Plan Administrator | $800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,155 | $50,150+14.0% | $149,723-61.8% | $80,169-28.7% |
| Participation rate | 93.0% | 64.3%+28.7pp | 78.8%+14.2pp | 72.9%+20.1pp |
| Annual return | 16.67% | 29.80%-13.1pp | 134.50%-117.8pp | 40.39%-23.7pp |
| Employer contribution / active EE | $2,792 | $1,868+49.5% | $4,821-42.1% | $2,978-6.2% |
| Participant deferral / active EE | $3,744 | $3,195+17.2% | $5,682-34.1% | $5,016-25.4% |
| Admin fee / account holder | $153 | $153+0.4% | $13,215-98.8% | $145+5.7% |