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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $343,553 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORTGAN STANLEY SMITH Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,420 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,783 |
Filed as: MORGAN STANLEY SMITH Service code 27 · EIN 26-4310632 | Advisory (Plan) | $4,924 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,114 | $80,354-82.4% | $133,980-89.5% | $63,975-77.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 87.1%-7.0pp | 71.1%+8.9pp |
| Annual return | 6.49% | 13.11%-6.6pp | 29.30%-22.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $391 | $3,503-88.8% | $5,211-92.5% | $2,182-82.1% |
| Participant deferral / active EE | $2,021 | $5,239-61.4% | $6,282-67.8% | $3,356-39.8% |
| Admin fee / account holder | $31 | $69-55.6% | $9,324-99.7% | $70-56.3% |