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 |
|---|---|---|
Service code 13 · EIN 14-1836262 | Contract Administrator | $18,105 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $17,505 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,593 |
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 | $88,842 | $100,060-11.2% | $149,721-40.7% | $70,126+26.7% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 19.76% | 27.46%-7.7pp | 1501.67%-1481.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,830 | $3,661-22.7% | $5,444-48.0% | $2,343+20.8% |
| Participant deferral / active EE | $4,632 | $4,982-7.0% | $6,568-29.5% | $3,332+39.0% |
| Admin fee / account holder | $47 | $8,285-99.4% | $11,282-99.6% | $4,645-99.0% |