Filed January 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $8,365 |
ALGER1 year Service code 63 | 12b-1 Fees | $0 |
INVESCO1 year Service code 63 | 12b-1 Fees | $0 |
Filed as: JP MORGAN Service code 63 | 12b-1 Fees | $0 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Service code 63 | 12b-1 Fees | $0 |
NORTHERN FUNDS1 year Service code 63 | 12b-1 Fees | $0 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
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 | $93,470 | $44,221+111.4% | $121,220-22.9% | $56,289+66.1% |
| Participation rate | 84.6% | 61.1%+23.6pp | 71.8%+12.9pp | 69.9%+14.8pp |
| Annual return | -4.10% | -3.58%-0.5pp | 16.94%-21.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,021 | $1,480+171.8% | $4,0230% | $2,111+90.5% |
| Participant deferral / active EE | $5,202 | $2,521+106.3% | $3,345+55.5% | $3,350+55.3% |
| Admin fee / account holder | $75 | $480-84.3% | $5,021-98.5% | $521-85.5% |