Filed February 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC3 years Service code 53 · EIN 52-1473914 | Insurance Commissions | $18,073 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,814 |
QBI, LLC3 years Service code 13 | Contract Administrator | $4,420 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 26-2768667 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,511 | $121,341-47.7% | $189,537-66.5% | $79,391-20.0% |
| Participation rate | 71.2% | 86.1%-14.9pp | 87.8%-16.6pp | 70.7%+0.5pp |
| Annual return | 13.54% | 21.08%-7.5pp | 555.34%-541.8pp | 116.88%-103.3pp |
| Employer contribution / active EE | $2,160 | $3,915-44.8% | $6,161-64.9% | $2,428-11.0% |
| Participant deferral / active EE | $4,603 | $6,395-28.0% | $8,220-44.0% | $4,046+13.8% |
| Admin fee / account holder | $116 | $651-82.1% | $12,048-99.0% | $627-81.4% |