Filed September 16, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $30,382 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 27 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Advisory (Plan) | $8,885 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 13 · EIN 59-3163228 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $5,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,093 | $65,125-73.8% | $143,797-88.1% | $66,949-74.5% |
| Participation rate | 68.9% | 65.2%+3.7pp | 80.3%-11.4pp | 69.8%-0.9pp |
| Annual return | -13.70% | -11.13%-2.6pp | -0.04%-13.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $514 | $2,362-78.3% | $4,952-89.6% | $2,545-79.8% |
| Participant deferral / active EE | $1,638 | $2,920-43.9% | $5,638-71.0% | $4,239-61.4% |
| Admin fee / account holder | $223 | $503-55.6% | $14,679-98.5% | $594-62.4% |