Filed December 21, 2016 (most recent of 3 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 |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $47,707 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,241 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 14 | Plan Administrator | $5,000 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 53 · EIN 22-2169185 | Insurance Commissions | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,300 | $52,293-36.3% | $178,499-81.3% | $73,412-54.6% |
| Participation rate | 30.6% | 65.3%-34.8pp | 81.9%-51.3pp | 72.2%-41.6pp |
| Annual return | 6.26% | 34.75%-28.5pp | 151.10%-144.8pp | 59.30%-53.0pp |
| Employer contribution / active EE | $295 | $1,735-83.0% | $5,011-94.1% | $2,234-86.8% |
| Participant deferral / active EE | $1,408 | $2,332-39.6% | $5,202-72.9% | $3,806-63.0% |
| Admin fee / account holder | $7 | $127-94.5% | $13,986-100.0% | $158-95.6% |