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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,174 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $17,971 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $15,646 |
AB FUNDS1 year Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-4149404 | Indirect Investment Fees | $0 |
Service code 27 · EIN 47-0966898 | Advisory (Plan) | $0 |
BLACKROCK1 year Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-3101341 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,406 | $46,173-42.8% | $170,435-84.5% | $69,631-62.1% |
| Participation rate | 87.1% | 63.9%+23.2pp | 83.6%+3.5pp | 70.7%+16.4pp |
| Annual return | 16.09% | 21.62%-5.5pp | 205.94%-189.9pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $806 | $1,610-49.9% | $5,432-85.2% | $2,032-60.3% |
| Participant deferral / active EE | $1,824 | $2,080-12.3% | $4,939-63.1% | $3,224-43.4% |
| Admin fee / account holder | $85 | $116-26.4% | $13,881-99.4% | $110-22.7% |