Filed March 27, 2007
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 INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $75,386 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 99 · EIN 04-2530412 | Other Fees | $23,430 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 99 · EIN 13-3036745 | Other Fees | $13,341 |
MINUTEMAN PRESS3 years Service code 99 · EIN 83-2832241 | Other Fees | $5,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,226 | $92,186-16.2% | $105,624-26.9% | $77,762-0.7% |
| Participation rate | 65.0% | 81.0%-16.1pp | 75.3%-10.3pp | 70.6%-5.6pp |
| Annual return | 13.75% | 17.83%-4.1pp | 116.20%-102.5pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,523 | $3,376-54.9% | $3,168-51.9% | $2,728-44.2% |
| Participant deferral / active EE | $3,134 | $5,395-41.9% | $5,013-37.5% | $4,651-32.6% |
| Admin fee / account holder | $276 | $219+26.2% | $10,961-97.5% | $433-36.2% |