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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,405 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $252 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,817 | $71,192-56.7% | $117,854-73.9% | $62,292-50.5% |
| Participation rate | 78.0% | 74.2%+3.8pp | 79.7%-1.7pp | 69.5%+8.5pp |
| Annual return | 16.36% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $996 | $1,934-48.5% | $3,786-73.7% | $2,042-51.2% |
| Participant deferral / active EE | $694 | $3,189-78.3% | $4,482-84.5% | $3,169-78.1% |
| Admin fee / account holder | $26 | $587-95.6% | $8,020-99.7% | $479-94.6% |