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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1475256 | Advisory (Plan) | $38,599 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,211 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,415 | $65,376+16.9% | $87,104-12.3% | $65,185+17.2% |
| Participation rate | 95.4% | 75.3%+20.1pp | 76.9%+18.5pp | 70.2%+25.2pp |
| Annual return | 17.84% | 31.27%-13.4pp | 28.19%-10.4pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,506 | $1,822+37.5% | $2,521-0.6% | $2,177+15.1% |
| Participant deferral / active EE | $3,511 | $3,388+3.6% | $4,048-13.3% | $3,514-0.1% |
| Admin fee / account holder | $218 | $520-58.1% | $7,491-97.1% | $847-74.3% |