Filed November 9, 2005
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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,900 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 787466446 | Insurance Commissions | $11,598 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 | Contract Administrator | $5,769 |
Service code 53 | Insurance Commissions | $3,865 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $125 |
Service code 60 | Sub-TA Fees | $0 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,547 | $36,916-33.5% | $156,551-84.3% | $57,658-57.4% |
| Participation rate | 64.6% | 63.4%+1.2pp | 84.0%-19.4pp | 70.2%-5.6pp |
| Annual return | 5.53% | 12.38%-6.9pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $308 | $1,571-80.4% | $5,501-94.4% | $1,974-84.4% |
| Participant deferral / active EE | $1,535 | $1,926-20.3% | $4,871-68.5% | $3,061-49.8% |
| Admin fee / account holder | $60 | $82-27.6% | $13,028-99.5% | $95-36.9% |