Filed March 8, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $276,539 |
CAMMACK LARHETTE ADVISORS2 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $121,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $16,025 |
Service code 52 | Indirect Investment Fees | $603 |
AB FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
COLUMBIA1 year Service code 52 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 | Indirect Investment Fees | $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 | $45,855 | $45,382+1.0% | $154,110-70.2% | $75,289-39.1% |
| Participation rate | 85.3% | 65.9%+19.4pp | 83.0%+2.2pp | 72.4%+12.9pp |
| Annual return | -2.17% | -0.47%-1.7pp | 735.22%-737.4pp | -0.04%-2.1pp |
| Employer contribution / active EE | $2,793 | $1,533+82.2% | $5,298-47.3% | $2,405+16.1% |
| Participant deferral / active EE | $3,716 | $2,384+55.9% | $5,081-26.9% | $3,739-0.6% |
| Admin fee / account holder | $102 | $89+14.3% | $13,412-99.2% | $102-0.2% |