Filed June 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSCHUSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,039 |
MMA SECURITIES LLC1+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $20,515 |
Filed as: MASSACHUSETTS MUTUAL LIFE INC. CO. Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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 | $89,131 | $72,770+22.5% | $67,652+31.7% | $55,191+61.5% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 69.2%+26.7pp |
| Annual return | 0.80% | -3.26%+4.1pp | 6625.40%-6624.6pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,233 | $1,769+26.2% | $2,266-1.5% | $1,899+17.6% |
| Participant deferral / active EE | $5,674 | $3,408+66.5% | $3,560+59.4% | $3,046+86.3% |
| Admin fee / account holder | $109 | $79+37.9% | $4,821-97.7% | $91+19.7% |