Filed July 20, 2016 (most recent of 3 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,903 |
EDWARD JONES1+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,123 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 · EIN 20-1181458 | Contract Administrator | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,584 | $52,293-64.5% | $178,503-89.6% | $73,412-74.7% |
| Participation rate | 92.9% | 65.3%+27.5pp | 81.9%+10.9pp | 72.2%+20.7pp |
| Annual return | 0.00% | 34.75%-34.8pp | 151.12%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $899 | $1,736-48.2% | $5,011-82.1% | $2,234-59.8% |
| Participant deferral / active EE | $1,959 | $2,333-16.1% | $5,202-62.4% | $3,806-48.5% |
| Admin fee / account holder | $107 | $127-15.9% | $13,987-99.2% | $158-32.2% |