Filed October 25, 2002
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: MML INVESTORS SERVICES, LLC Service code 52 | Indirect Investment Fees | $15,851 |
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $11,846 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVENUE, WEST WING · NORTH HAVEN, CT 064731715 | Contract Administrator | $2,524 |
Filed as: MML INSURANCE AGENCY, LLC Service code 53 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,698 | $50,815-43.5% | $155,509-81.5% | $77,643-63.0% |
| Participation rate | 31.7% | 63.1%-31.4pp | 78.2%-46.4pp | 70.6%-38.8pp |
| Annual return | 14.40% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $416 | $1,993-79.1% | $4,672-91.1% | $2,726-84.7% |
| Participant deferral / active EE | $1,339 | $2,822-52.6% | $5,626-76.2% | $4,647-71.2% |
| Admin fee / account holder | $18 | $437-95.9% | $15,912-99.9% | $430-95.8% |