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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,841 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $10,364 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 | Contract Administrator | $5,102 |
AB FUNDS2 years Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $0 |
AZALEA ADMINISTRATION LLC2 years Service code 13 · EIN 27-0711617 P. O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0138674 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,722 | $65,376-45.4% | $87,100-59.0% | $65,185-45.2% |
| Participation rate | 26.3% | 75.3%-49.0pp | 76.9%-50.6pp | 70.2%-43.9pp |
| Annual return | 14.43% | 31.27%-16.8pp | 28.19%-13.8pp | 29.38%-15.0pp |
| Employer contribution / active EE | $634 | $1,822-65.2% | $2,521-74.8% | $2,177-70.9% |
| Participant deferral / active EE | $1,059 | $3,388-68.8% | $4,049-73.8% | $3,514-69.9% |
| Admin fee / account holder | $192 | $520-63.0% | $7,497-97.4% | $847-77.3% |