Filed January 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $32,689 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,471 |
ALGER3 years Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 63 | 12b-1 Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. Service code 52 | Indirect Investment Fees | $0 |
NORTHERN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 | Indirect Investment Fees | $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 | $135,835 | $53,774+152.6% | $134,162+1.2% | $79,856+70.1% |
| Participation rate | 84.8% | 58.8%+26.0pp | 72.2%+12.6pp | 69.6%+15.1pp |
| Annual return | 12.30% | 19.01%-6.7pp | 36.35%-24.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,069 | $1,322+207.9% | $3,705+9.8% | $2,471+64.7% |
| Participant deferral / active EE | $5,268 | $2,420+117.7% | $3,500+50.5% | $3,741+40.8% |
| Admin fee / account holder | $24 | $3,985-99.4% | $6,685-99.6% | $5,306-99.5% |