Filed February 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC2 years Service code 53 · EIN 52-1473914 | Insurance Commissions | $15,310 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,382 |
QBI, LLC2 years Service code 13 · EIN 26-2768667 | Contract Administrator | $5,261 |
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 | $56,143 | $123,793-54.6% | $177,848-68.4% | $79,856-29.7% |
| Participation rate | 80.4% | 84.7%-4.2pp | 87.7%-7.3pp | 69.6%+10.8pp |
| Annual return | 13.96% | 22.82%-8.9pp | 48.33%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,252 | $4,095-45.0% | $5,919-61.9% | $2,471-8.9% |
| Participant deferral / active EE | $4,191 | $5,956-29.6% | $7,714-45.7% | $3,741+12.0% |
| Admin fee / account holder | $103 | $7,243-98.6% | $12,431-99.2% | $5,306-98.1% |