Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,567 |
Filed as: UBS FINANICIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $7,869 |
ASCENSUS LLC3+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $540 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment 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 | $37,376 | $75,962-50.8% | $154,108-75.7% | $64,173-41.8% |
| Participation rate | 87.5% | 70.4%+17.1pp | 83.0%+4.5pp | 69.6%+17.9pp |
| Annual return | 8.80% | 30.32%-21.5pp | 735.21%-726.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,167 | $3,350-65.2% | $5,298-78.0% | $2,381-51.0% |
| Participant deferral / active EE | $3,073 | $3,175-3.2% | $5,081-39.5% | $3,470-11.4% |
| Admin fee / account holder | $2,944 | $5,589-47.3% | $13,411-78.0% | $4,887-39.8% |