Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $5,597 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS. SERVICES INC. Service code 53 | Insurance Commissions | $3,104 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $69 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CRM2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETSS MUTUAL LIFE INS. CO. Service code 60 | Sub-TA Fees | $0 |
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 | $162,122 | $79,523+103.9% | $140,016+15.8% | $56,287+188.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -2.40% | 2.39%-4.8pp | 651.12%-653.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $4,498 | $3,350+34.3% | $5,606-19.8% | $2,111+113.1% |
| Participant deferral / active EE | $6,647 | $5,129+29.6% | $6,927-4.0% | $3,350+98.4% |
| Admin fee / account holder | $38 | $614-93.8% | $10,705-99.6% | $521-92.7% |