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 | $92,166 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIAMOND HILL4 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO4 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 MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 27 | Advisory (Plan) | $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 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 12.78% | 13.37%-0.6pp | 8.35%+4.4pp | 627.08%-614.3pp |
| Employer contribution / active EE | $34,286 | $19,895+72.3% | $27,010+26.9% | $18,824+82.1% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |