Filed November 1, 2001 (most recent of 2 filings on file)
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: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $194,345 |
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $19,483 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $1,320 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 · EIN 04-2675571 | Securities brokerage | $0 |
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 | $61,480 | $58,758+4.6% | $69,779-11.9% | $63,975-3.9% |
| Participation rate | 73.4% | 77.5%-4.0pp | 71.8%+1.6pp | 71.1%+2.3pp |
| Annual return | 8.52% | 18.05%-9.5pp | 12.99%-4.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,844 | $1,973-6.5% | $2,338-21.1% | $2,182-15.5% |
| Participant deferral / active EE | $3,139 | $2,912+7.8% | $2,931+7.1% | $3,356-6.5% |
| Admin fee / account holder | $263 | $71+271.0% | $4,381-94.0% | $70+273.9% |