Filed October 26, 2016 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $69,048 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $23,671 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $168,183 | $81,537+106.3% | $149,721+12.3% | $69,634+141.5% |
| Participation rate | 81.8% | 86.1%-4.3pp | 87.1%-5.3pp | 70.7%+11.1pp |
| Annual return | 12.49% | 22.79%-10.3pp | 1501.67%-1489.2pp | 27572.26%-27559.8pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,444-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $64 | $107-40.3% | $11,282-99.4% | $110-42.2% |