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 | $66,160 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $24,334 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 52-2047916 | Indirect Investment Fees | $0 |
Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO.. Service code 60 | Sub-TA Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment 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 | $98,422 | $69,305+42.0% | $82,312+19.6% | $69,631+41.3% |
| Participation rate | 97.0% | 80.3%+16.8pp | 76.9%+20.2pp | 70.7%+26.4pp |
| Annual return | 16.43% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $2,610 | $1,887+38.3% | $2,428+7.5% | $2,032+28.4% |
| Participant deferral / active EE | $7,152 | $3,568+100.4% | $3,706+93.0% | $3,224+121.9% |
| Admin fee / account holder | $132 | $97+36.3% | $5,608-97.6% | $110+20.0% |