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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 49 · EIN 06-1685865 | Other Services | $50,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,063 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $25,000 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 38 · EIN 04-1590850 | Participant Communication | $5,242 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $150,745 | $48,261+212.4% | $68,612+119.7% | $55,727+170.5% |
| Participation rate | 98.3% | 71.0%+27.3pp | 72.2%+26.1pp | 70.9%+27.4pp |
| Annual return | -2.49% | -2.61%+0.1pp | -4.63%+2.1pp | 244.94%-247.4pp |
| Employer contribution / active EE | $6,037 | $1,742+246.5% | $2,625+130.0% | $2,078+190.5% |
| Participant deferral / active EE | $7,292 | $2,712+168.9% | $3,311+120.2% | $3,356+117.3% |
| Admin fee / account holder | $87 | $126-31.1% | $5,131-98.3% | $115-24.6% |