Filed July 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 27 | Advisory (Plan) | $176,556 |
Filed as: MASSACHUSETT MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $158,281 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIAMOND HILL2 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Filed as: MFS MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
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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 | $0 | $37,197-100.0% | $221,583-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 4.7%-4.7pp |
| Annual return | -6.62% | -4.38%-2.2pp | -6.55%-0.1pp | -0.69%-5.9pp |
| Employer contribution / active EE | $53,807 | $18,756+186.9% | $21,653+148.5% | $16,786+220.5% |
| Participant deferral / active EE | $0 | $720-100.0% | $160-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,920-100.0% | $124-100.0% |