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 | $53,197 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 53 · EIN 95-3845382 | Insurance Commissions | $37,527 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 | Contract Administrator | $11,772 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,531 | $44,794-45.2% | $90,304-72.8% | $77,775-68.5% |
| Participation rate | 78.6% | 66.6%+12.1pp | 73.3%+5.4pp | 73.2%+5.4pp |
| Annual return | 17.72% | 28.23%-10.5pp | 78.13%-60.4pp | 32.58%-14.9pp |
| Employer contribution / active EE | $1,500 | $1,809-17.1% | $2,855-47.5% | $2,504-40.1% |
| Participant deferral / active EE | $1,693 | $2,642-35.9% | $3,885-56.4% | $3,966-57.3% |
| Admin fee / account holder | $45 | $94-52.8% | $5,354-99.2% | $100-55.5% |