Filed April 21, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,056 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS Service code 13 | Contract Administrator | $2,076 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | 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 | $129,611 | $49,177+163.6% | $79,464+63.1% | $64,186+101.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.14% | -1.16%+10.3pp | 718.14%-709.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $3,939 | $2,076+89.7% | $2,800+40.7% | $2,381+65.5% |
| Participant deferral / active EE | $5,094 | $2,821+80.5% | $3,704+37.5% | $3,470+46.8% |
| Admin fee / account holder | $8,793 | $3,839+129.1% | $5,113+72.0% | $4,888+79.9% |