Filed October 18, 2004
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: MML INVESTORS SERVICES INC Service code 22 · EIN 04-2746212 | Insurance Broker | $48,325 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 28 · EIN 04-1590850 | Investment Management | $25,088 |
Filed as: THIRD PARTY ADMINISTRATORS INC Service code 13 · EIN 02-0491055 | Contract Administrator | $10,000 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $5,037 |
Service code 13 | Contract Administrator | $325 |
Filed as: THIRD PARTY ADMINISTRATORS Service code 13 | Contract Administrator | $50 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-4149404 | Investment Management | $0 |
Filed as: AMERICAN UNITED LIFE INSRUANCE CO Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Service code 28 · EIN 36-3129984 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,138 | $37,196-19.0% | $154,107-80.4% | $55,725-45.9% |
| Participation rate | 33.7% | 64.1%-30.4pp | 83.0%-49.3pp | 70.9%-37.1pp |
| Annual return | 8.33% | 1319.68%-1311.3pp | 735.12%-726.8pp | 244.93%-236.6pp |
| Employer contribution / active EE | $481 | $1,614-70.2% | $5,298-90.9% | $2,078-76.9% |
| Participant deferral / active EE | $894 | $2,068-56.8% | $5,081-82.4% | $3,356-73.4% |
| Admin fee / account holder | $155 | $102+52.1% | $13,411-98.8% | $115+34.2% |