Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTES MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,663 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,754 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 | Contract Administrator | $115 |
ASCENSUS LLC2+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Contract Administrator | $0 |
Service code 60 | Sub-TA Fees | $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 | $22,108 | $84,236-73.8% | $170,435-87.0% | $70,126-68.5% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 15.07% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $610 | $3,387-82.0% | $5,432-88.8% | $2,343-73.9% |
| Participant deferral / active EE | $1,645 | $3,086-46.7% | $4,939-66.7% | $3,332-50.6% |
| Admin fee / account holder | $2,159 | $5,698-62.1% | $13,881-84.4% | $4,645-53.5% |