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: KESTRA ADVISORY SERVICES LLC Service code 27 | Advisory (Plan) | $25,379 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,770 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 10 | Accounting | $2,537 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DIMENSIONAL FUNDS ADVISORS Service code 52 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $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 | $58,278 | $54,757+6.4% | $90,300-35.5% | $72,983-20.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 7.07% | 30.63%-23.6pp | 78.11%-71.0pp | 81.01%-73.9pp |
| Employer contribution / active EE | $4,769 | $2,092+127.9% | $2,854+67.1% | $2,440+95.5% |
| Participant deferral / active EE | $5,974 | $2,887+106.9% | $3,884+53.8% | $3,608+65.6% |
| Admin fee / account holder | $1,693 | $3,972-57.4% | $5,353-68.4% | $5,124-67.0% |