Filed February 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,669 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 53 · EIN 95-3845382 | Insurance Commissions | $16,945 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 | Contract Administrator | $15,000 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $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 | $14,326 | $34,495-58.5% | $78,676-81.8% | $63,975-77.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | 36.52% | 11.62%+24.9pp | 62.19%-25.7pp | 48.65%-12.1pp |
| Employer contribution / active EE | $2,092 | $1,398+49.7% | $2,850-26.6% | $2,182-4.1% |
| Participant deferral / active EE | $1,412 | $2,100-32.8% | $3,517-59.8% | $3,356-57.9% |
| Admin fee / account holder | $20 | $68-70.7% | $4,510-99.6% | $70-71.7% |