Filed March 12, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,876 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $13,601 |
ASCENSUS LLC2+ years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $5,375 |
ALTA TRUST2+ years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2+ years Service code 52 · EIN 43-1567889 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CALVERT2+ years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
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 | $24,556 | $52,967-53.6% | $172,753-85.8% | $65,186-62.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | -22.80% | 30.12%-52.9pp | 803.00%-825.8pp | 29.39%-52.2pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,875 | $2,471+137.8% | $5,198+13.0% | $3,514+67.2% |
| Admin fee / account holder | $169 | $472-64.2% | $13,956-98.8% | $847-80.1% |