Filed July 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETT MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $122,093 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIAMOND HILL3 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | 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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 19.74% | 18.06%+1.7pp | 13.45%+6.3pp | 16.32%+3.4pp |
| Employer contribution / active EE | $32,258 | $23,411+37.8% | $26,057+23.8% | $17,007+89.7% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |