Filed March 10, 2015 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $23,450 |
Filed as: MASSMUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,329 |
Filed as: DAVID G. LEONARD & ASSOCIATES, INC. Service code 13 | Contract Administrator | $1,350 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 53 · EIN 41-0973005 | Insurance Commissions | $0 |
Service code 13 · EIN 20-8305664 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,292 | $56,540-69.4% | $185,851-90.7% | $86,821-80.1% |
| Participation rate | 68.5% | 65.5%+3.0pp | 81.7%-13.2pp | 72.3%-3.8pp |
| Annual return | 10.75% | 118.20%-107.5pp | 122.11%-111.4pp | 97.94%-87.2pp |
| Employer contribution / active EE | $501 | $1,844-72.8% | $5,168-90.3% | $2,406-79.2% |
| Participant deferral / active EE | $1,395 | $2,555-45.4% | $5,569-75.0% | $4,132-66.2% |
| Admin fee / account holder | $15 | $150-89.8% | $16,245-99.9% | $170-91.0% |