Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,566 |
ASCENSUS LLC1+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,930 | $77,638-71.8% | $156,551-86.0% | $62,881-65.1% |
| Participation rate | 91.2% | 71.2%+20.0pp | 84.0%+7.2pp | 69.3%+21.9pp |
| Annual return | 106.73% | 50.33%+56.4pp | 32.23%+74.5pp | 20.14%+86.6pp |
| Employer contribution / active EE | $826 | $3,444-76.0% | $5,501-85.0% | $2,281-63.8% |
| Participant deferral / active EE | $1,968 | $3,046-35.4% | $4,871-59.6% | $3,203-38.6% |
| Admin fee / account holder | $2,302 | $5,561-58.6% | $13,028-82.3% | $4,296-46.4% |