Filed October 26, 2016 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $42,607 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years 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 | $185,554 | $88,515+109.6% | $162,185+14.4% | $67,584+174.6% |
| Participation rate | 79.2% | 86.8%-7.6pp | 87.6%-8.3pp | 71.3%+7.9pp |
| Annual return | 14.99% | 27.04%-12.0pp | 115.61%-100.6pp | 378.59%-363.6pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,613-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,540-100.0% |
| Admin fee / account holder | $41 | $124-66.6% | $10,844-99.6% | $142-70.9% |