Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $322,713 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $14,150 |
CAMMACK LARHETTE ADVISORS3 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $13,390 |
Service code 52 | Indirect Investment Fees | $631 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $150 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1470423 | 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 | $54,039 | $53,565+0.9% | $172,757-68.7% | $82,204-34.3% |
| Participation rate | 85.4% | 69.6%+15.7pp | 82.6%+2.7pp | 73.4%+12.0pp |
| Annual return | 23.94% | 31.42%-7.5pp | 803.06%-779.1pp | 26.31%-2.4pp |
| Employer contribution / active EE | $2,406 | $1,857+29.6% | $5,144-53.2% | $2,707-11.1% |
| Participant deferral / active EE | $3,684 | $3,006+22.6% | $5,198-29.1% | $4,246-13.2% |
| Admin fee / account holder | $82 | $61+33.5% | $13,956-99.4% | $76+8.4% |