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 | $390,939 |
CAMMACK LARHETTE ADVISORS4 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $55,167 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $14,700 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,449 |
Service code 71 | Brokerage Fees | $1,229 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
FEDERATED2 years 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 | $64,833 | $63,259+2.5% | $178,510-63.7% | $93,223-30.5% |
| Participation rate | 85.2% | 72.1%+13.1pp | 81.9%+3.3pp | 74.9%+10.3pp |
| Annual return | 24.80% | 19.93%+4.9pp | 151.13%-126.3pp | 19.29%+5.5pp |
| Employer contribution / active EE | $2,181 | $1,865+17.0% | $5,011-56.5% | $2,680-18.6% |
| Participant deferral / active EE | $3,747 | $3,372+11.1% | $5,202-28.0% | $4,563-17.9% |
| Admin fee / account holder | $90 | $58+54.6% | $13,988-99.4% | $79+13.3% |