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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $857 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 0.54% | 21.31%-20.8pp | -100.31%+100.9pp | 53.27%-52.7pp |
| Employer contribution / active EE | $14,338 | $7,169+100.0% | $18,686-23.3% | $14,774-3.0% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |