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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $23,232 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | 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 23-1999755 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,015 | $47,977+43.9% | $154,111-55.2% | $56,287+22.6% |
| Participation rate | 87.7% | 66.2%+21.5pp | 83.0%+4.6pp | 69.9%+17.8pp |
| Annual return | -2.79% | 3.54%-6.3pp | 735.18%-738.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $6,046 | $2,169+178.8% | $5,298+14.1% | $2,111+186.4% |
| Participant deferral / active EE | $6,717 | $2,392+180.8% | $5,081+32.2% | $3,350+100.5% |
| Admin fee / account holder | $173 | $438-60.6% | $13,411-98.7% | $521-66.9% |