Filed June 24, 2015
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: MASSCHUSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $42,955 |
MMA SECURITIES LLC2+ years Filed as: MARSH INSURANCE AND INVESTMENTS COR Service code 53 · EIN 52-2189187 | Insurance Commissions | $29,732 |
Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,561 | $63,905+26.1% | $74,184+8.6% | $57,658+39.7% |
| Participation rate | 97.1% | 79.8%+17.3pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 107.99% | 60.60%+47.4pp | 17.74%+90.3pp | 5.13%+102.9pp |
| Employer contribution / active EE | $1,670 | $1,840-9.2% | $2,370-29.5% | $1,974-15.4% |
| Participant deferral / active EE | $3,680 | $3,448+6.7% | $3,550+3.7% | $3,061+20.2% |
| Admin fee / account holder | $60 | $91-33.8% | $5,586-98.9% | $95-36.3% |