Filed January 18, 2014
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: MASS MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $62,982 |
ALPHA PENSION GROUP, INC.2+ years Service code 27 | Advisory (Plan) | $12,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 | Contract Administrator | $5,393 |
Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUTAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 05-0495310 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,453 | $68,408-87.6% | $57,196-85.2% | $57,658-85.3% |
| Participation rate | 79.4% | 79.1%+0.2pp | 75.3%+4.0pp | 70.2%+9.1pp |
| Annual return | 7.26% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,067 | $2,869-62.8% | $2,683-60.2% | $1,974-45.9% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $69 | $70-0.7% | $3,141-97.8% | $95-26.9% |