Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $75,352 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,647 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 | Advisory (Plan) | $10,843 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Filed as: AMERIDAN CENTURY Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,927 | $91,198-80.3% | $178,503-90.0% | $79,856-77.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.23% | 24.20%-17.0pp | 151.12%-143.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,365 | $3,257-27.4% | $5,011-52.8% | $2,471-4.3% |
| Participant deferral / active EE | $1,741 | $3,237-46.2% | $5,202-66.5% | $3,741-53.5% |
| Admin fee / account holder | $517 | $6,748-92.3% | $13,987-96.3% | $5,306-90.3% |