Filed July 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $180,221 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIAMOND HILL1 year Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
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Annual investment return 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 | $0 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 10.75% | 13.07%-2.3pp | 11.12%-0.4pp | 13.95%-3.2pp |
| Employer contribution / active EE | $17,308 | $15,406+12.3% | $22,651-23.6% | $16,598+4.3% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |