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 | $32,765 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,660 | $111,491+94.3% | $189,534+14.3% | $86,828+149.5% |
| Participation rate | 75.6% | 87.3%-11.7pp | 87.8%-12.2pp | 72.3%+3.3pp |
| Annual return | 10.60% | 83.50%-72.9pp | 555.39%-544.8pp | 97.95%-87.3pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $40 | $189-79.1% | $12,049-99.7% | $170-76.7% |