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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1475256 | Advisory (Plan) | $45,723 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,327 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,211 | $84,936-4.4% | $111,303-27.0% | $79,393+2.3% |
| Participation rate | 96.1% | 75.9%+20.3pp | 77.3%+18.8pp | 70.7%+25.4pp |
| Annual return | 10.84% | 17.45%-6.6pp | 54.66%-43.8pp | 116.87%-106.0pp |
| Employer contribution / active EE | $2,695 | $1,979+36.1% | $2,731-1.3% | $2,428+11.0% |
| Participant deferral / active EE | $3,668 | $3,888-5.7% | $4,487-18.2% | $4,046-9.3% |
| Admin fee / account holder | $296 | $537-45.0% | $7,966-96.3% | $627-52.8% |