Filed December 12, 2016
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 INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $88,143 |
Filed as: RESOURCES INVESTMENT ADVISORS,INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,936 |
DEFINITI LLC1+ years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 220 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $12,460 |
AB FUNDS1+ years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1+ years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS1+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
DWS FUNDS1+ years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
JANUS HENDERSON1+ years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,496 | $79,519-45.3% | $95,956-54.7% | $73,412-40.8% |
| Participation rate | 64.3% | 81.2%-16.9pp | 77.1%-12.8pp | 72.2%-7.9pp |
| Annual return | 22.82% | 19.20%+3.6pp | 91.63%-68.8pp | 59.30%-36.5pp |
| Employer contribution / active EE | $868 | $2,048-57.6% | $2,541-65.8% | $2,234-61.1% |
| Participant deferral / active EE | $2,796 | $4,138-32.4% | $4,167-32.9% | $3,806-26.5% |
| Admin fee / account holder | $297 | $184+61.3% | $6,797-95.6% | $158+88.3% |