Filed December 3, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $4,215 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1470423 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON4 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,310 | $70,917-64.3% | $98,920-74.4% | $73,493-65.6% |
| Participation rate | 88.4% | 73.8%+14.5pp | 76.0%+12.3pp | 70.7%+17.7pp |
| Annual return | 5.72% | 34.18%-28.5pp | 196.47%-190.7pp | 28.51%-22.8pp |
| Employer contribution / active EE | $872 | $2,037-57.2% | $2,689-67.6% | $2,270-61.6% |
| Participant deferral / active EE | $1,144 | $3,501-67.3% | $4,245-73.1% | $3,740-69.4% |
| Admin fee / account holder | $48 | $535-91.0% | $6,643-99.3% | $513-90.6% |