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 49 · EIN 04-1590850 | Other Services | $57,372 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $18,179 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 13 | Contract Administrator | $6,796 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $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 | $32,069 | $37,196-13.8% | $154,108-79.2% | $55,725-42.5% |
| Participation rate | 54.8% | 64.1%-9.3pp | 83.0%-28.3pp | 70.9%-16.1pp |
| Annual return | -0.25% | 1319.68%-1319.9pp | 735.21%-735.5pp | 244.93%-245.2pp |
| Employer contribution / active EE | $871 | $1,614-46.0% | $5,298-83.5% | $2,078-58.1% |
| Participant deferral / active EE | $1,649 | $2,068-20.3% | $5,081-67.6% | $3,356-50.9% |
| Admin fee / account holder | $227 | $102+123.6% | $13,411-98.3% | $115+97.2% |