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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,590 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,263 | $105,210-61.7% | $159,487-74.8% | $85,851-53.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.07% | 45.08%-33.0pp | 263.71%-251.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $1,856 | $3,319-44.1% | $4,831-61.6% | $2,565-27.6% |
| Participant deferral / active EE | $2,383 | $5,946-59.9% | $7,354-67.6% | $3,952-39.7% |
| Admin fee / account holder | $199 | $6,934-97.1% | $10,804-98.2% | $6,261-96.8% |