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 INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $63,577 |
ASCENSUS LLC3+ years Filed as: ADMIN PARTNERS, LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $28,440 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,015 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $8,326 |
Service code 15 | Recordkeeping | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,351 | $41,256-31.3% | $86,590-67.3% | $77,958-63.6% |
| Participation rate | 57.6% | 63.0%-5.4pp | 73.5%-16.0pp | 71.6%-14.1pp |
| Annual return | 14.48% | 17.67%-3.2pp | 964.84%-950.4pp | 20.87%-6.4pp |
| Employer contribution / active EE | $689 | $1,613-57.2% | $2,839-75.7% | $2,310-70.2% |
| Participant deferral / active EE | $974 | $2,332-58.2% | $3,609-73.0% | $3,537-72.5% |
| Admin fee / account holder | $34 | $71-51.8% | $4,906-99.3% | $97-65.0% |