Filed June 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSCHUSETTS MUTUAL LIFE INS. CO. Service code 49 · EIN 04-1590850 | Other Services | $149,568 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $19,036 |
MERCER2 years Service code 38 · EIN 13-2834414 | Participant Communication | $13,092 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Service code 49 | Other Services | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment 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 | $113,650 | $73,404+54.8% | $87,104+30.5% | $67,579+68.2% |
| Participation rate | 86.0% | 80.9%+5.1pp | 76.9%+9.1pp | 71.3%+14.7pp |
| Annual return | 20.69% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.9pp |
| Employer contribution / active EE | $2,423 | $2,014+20.3% | $2,521-3.9% | $2,148+12.8% |
| Participant deferral / active EE | $5,887 | $3,913+50.5% | $4,048+45.4% | $3,539+66.3% |
| Admin fee / account holder | $258 | $142+82.0% | $7,491-96.6% | $142+81.1% |