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 INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $25,392 |
ASCENSUS LLC4 years Filed as: ADMIN PARTNERS, LLC Service code 13 | Contract Administrator | $2,876 |
ADMINPARTNERS, LLC1 year Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
Filed as: DIMENSION FUNDS Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: KESTRA ADVISORY SERVICES LLC 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,154 | $60,128+8.4% | $90,440-28.0% | $79,852-18.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.41% | 71.95%-67.5pp | 1294.38%-1290.0pp | 31.72%-27.3pp |
| Employer contribution / active EE | $4,967 | $2,068+140.1% | $3,263+52.2% | $2,471+101.0% |
| Participant deferral / active EE | $6,126 | $2,939+108.5% | $3,964+54.6% | $3,740+63.8% |
| Admin fee / account holder | $1,168 | $3,977-70.6% | $5,615-79.2% | $5,306-78.0% |