Filed July 10, 1996
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: MASSCHUSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $26,553 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,095 | $55,002-52.6% | $59,899-56.4% | $56,289-53.6% |
| Participation rate | 64.3% | 75.9%-11.6pp | 74.7%-10.4pp | 69.9%-5.5pp |
| Annual return | 8.06% | 1.13%+6.9pp | 3.46%+4.6pp | -9.96%+18.0pp |
| Employer contribution / active EE | $1,225 | $2,448-50.0% | $2,723-55.0% | $2,111-42.0% |
| Participant deferral / active EE | $1,215 | $3,121-61.1% | $3,402-64.3% | $3,350-63.7% |
| Admin fee / account holder | $140 | $236-40.7% | $3,592-96.1% | $521-73.2% |