Filed January 8, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $79,319 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,195 |
KELLEY FINANCIAL SERVICES, INC.5+ years Service code 13 · EIN 47-0800241 | Contract Administrator | $8,893 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | 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 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,489 | $56,152-13.6% | $185,827-73.9% | $73,412-33.9% |
| Participation rate | 63.9% | 67.6%-3.7pp | 78.0%-14.2pp | 72.2%-8.3pp |
| Annual return | -6.41% | 17.59%-24.0pp | 35.96%-42.4pp | 59.30%-65.7pp |
| Employer contribution / active EE | $499 | $1,532-67.4% | $4,087-87.8% | $2,234-77.7% |
| Participant deferral / active EE | $2,737 | $3,659-25.2% | $5,633-51.4% | $3,806-28.1% |
| Admin fee / account holder | $463 | $132+250.7% | $9,502-95.1% | $158+193.3% |