Filed September 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $45,930 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADIVSORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $11,413 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,709 | $31,424-59.6% | $81,473-84.4% | $69,631-81.7% |
| Participation rate | 72.3% | 50.8%+21.4pp | 68.0%+4.3pp | 70.7%+1.6pp |
| Annual return | 21.14% | 22.44%-1.3pp | 38.78%-17.6pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $3,003 | $1,029+191.8% | $2,568+16.9% | $2,032+47.8% |
| Participant deferral / active EE | $334 | $1,838-81.8% | $3,537-90.6% | $3,224-89.7% |
| Admin fee / account holder | $72 | $103-30.3% | $4,561-98.4% | $110-35.3% |