Filed October 13, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $111,258 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $68,430 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,608 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,963 | $46,332+12.2% | $143,797-63.9% | $64,824-19.8% |
| Participation rate | 70.3% | 64.2%+6.1pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -16.91% | -10.05%-6.9pp | -0.04%-16.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $2,100 | $1,911+9.9% | $4,952-57.6% | $2,507-16.2% |
| Participant deferral / active EE | $4,461 | $2,647+68.5% | $5,638-20.9% | $4,311+3.5% |
| Admin fee / account holder | $266 | $154+73.1% | $14,679-98.2% | $188+41.8% |