Filed March 12, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,665 |
Filed as: AMERPRISE FINANCIAL SERVICES INC Service code 53 | Insurance Commissions | $7,624 |
ASCENSUS LLC1+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $5,762 |
ALTA TRUST1+ years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1+ years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $0 |
BLACKROCK1+ years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT1+ years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $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 | $37,177 | $47,977-22.5% | $154,108-75.9% | $56,289-34.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.41% | 3.54%-9.0pp | 735.21%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,166 | $2,392+116.0% | $5,081+1.7% | $3,350+54.2% |
| Admin fee / account holder | $117 | $438-73.3% | $13,411-99.1% | $521-77.6% |