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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,935 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $10,531 |
AZALEA ADMINISTRATION LLC3 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 | Contract Administrator | $4,060 |
AB FUNDS3 years Service code 52 · EIN 13-6021421 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
AZALEA ADMINISTRATION LLC2 years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $0 |
AZALEA ADMINISTRATION LLC3 years Service code 13 · EIN 27-0711617 P. O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0138674 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $38,684 | $73,638-47.5% | $95,952-59.7% | $73,488-47.4% |
| Participation rate | 94.9% | 76.2%+18.8pp | 77.1%+17.9pp | 70.7%+24.3pp |
| Annual return | 9.43% | 16.78%-7.4pp | 91.61%-82.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $493 | $1,863-73.6% | $2,541-80.6% | $2,270-78.3% |
| Participant deferral / active EE | $879 | $3,617-75.7% | $4,167-78.9% | $3,740-76.5% |
| Admin fee / account holder | $202 | $482-58.1% | $6,795-97.0% | $513-60.6% |