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 | $43,252 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 53 · EIN 95-3845382 | Insurance Commissions | $31,342 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 | Contract Administrator | $9,934 |
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 | $17,840 | $37,884-52.9% | $79,467-77.6% | $75,289-76.3% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.4pp | 72.4%+23.3pp |
| Annual return | -3.40% | 1.06%-4.5pp | 718.30%-721.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $1,607 | $1,680-4.3% | $2,800-42.6% | $2,405-33.2% |
| Participant deferral / active EE | $1,454 | $2,569-43.4% | $3,704-60.8% | $3,739-61.1% |
| Admin fee / account holder | $33 | $77-57.2% | $5,104-99.4% | $102-67.9% |