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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $38,948 |
Filed as: MML INVESTOR SERVICES INC Service code 22 | Insurance Broker | $15,933 |
Service code 13 | Contract Administrator | $2,344 |
Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 | Contract Administrator | $700 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DAVID ROMANO1 year Filed as: DAVID PORTER Service code 22 200 CLARENDON ST · BOSTON, MA 02116 | Insurance Broker | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 28 · EIN 36-3129984 | Investment Management | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKIN TEMPLETON Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,448 | $62,928-48.4% | $172,739-81.2% | $67,579-52.0% |
| Participation rate | 35.3% | 64.5%-29.1pp | 82.6%-47.3pp | 71.3%-35.9pp |
| Annual return | 5.80% | 30.36%-24.6pp | 802.84%-797.0pp | 378.56%-372.8pp |
| Employer contribution / active EE | $534 | $1,636-67.4% | $5,143-89.6% | $2,148-75.1% |
| Participant deferral / active EE | $1,113 | $2,145-48.1% | $5,198-78.6% | $3,539-68.5% |
| Admin fee / account holder | $234 | $167+40.3% | $13,954-98.3% | $142+64.2% |