Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 33 · EIN 04-1590850 | Other investment fees and expenses; I... | $82,832 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $56,327 |
Service code 27 · EIN 20-4668732 | Advisory (Plan) | $39,000 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $22,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,578 | $44,989+14.6% | $170,435-69.7% | $77,958-33.8% |
| Participation rate | 76.7% | 64.6%+12.1pp | 83.6%-6.9pp | 71.6%+5.1pp |
| Annual return | 25.26% | 19.61%+5.6pp | 205.94%-180.7pp | 20.87%+4.4pp |
| Employer contribution / active EE | $2,320 | $1,466+58.3% | $5,432-57.3% | $2,310+0.4% |
| Participant deferral / active EE | $2,534 | $2,208+14.8% | $4,939-48.7% | $3,537-28.3% |
| Admin fee / account holder | $63 | $69-8.9% | $13,881-99.5% | $97-35.5% |