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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $34,298 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
Filed as: MASSACHUSSETS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
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 | $27,770 | $43,504-36.2% | $68,612-59.5% | $56,287-50.7% |
| Participation rate | 94.5% | 67.8%+26.7pp | 72.2%+22.3pp | 69.9%+24.6pp |
| Annual return | -1.21% | -3.15%+1.9pp | -4.63%+3.4pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,300 | $1,525-14.8% | $2,625-50.5% | $2,111-38.4% |
| Participant deferral / active EE | $3,711 | $2,509+47.9% | $3,311+12.1% | $3,350+10.8% |
| Admin fee / account holder | $270 | $515-47.6% | $5,131-94.7% | $521-48.2% |