Filed February 1, 2005 (most recent of 2 filings on file)
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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,354 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 | Advisory (Plan) | $10,858 |
ASCENSUS LLC3+ years Filed as: ADMIN PARTNERS, LLC Service code 15 · EIN 26-3310639 200 LAKE DRIVE EAST · CHERRY HILL, NJ 08002 | Recordkeeping | $9,515 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $674 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,567 | $41,256-45.3% | $86,581-73.9% | $77,958-71.1% |
| Participation rate | 98.9% | 63.0%+35.9pp | 73.5%+25.3pp | 71.6%+27.2pp |
| Annual return | 11.55% | 17.67%-6.1pp | 965.06%-953.5pp | 20.87%-9.3pp |
| Employer contribution / active EE | $1,409 | $1,613-12.6% | $2,840-50.4% | $2,310-39.0% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $24 | $71-65.8% | $4,904-99.5% | $97-75.2% |