Filed October 11, 2006 (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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE ADVISORS, LLC Service code 50 · EIN 27-0362926 | Direct Payment | $27,500 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $16,580 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $10,000 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $9,126 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: ENVESTNET Service code 27 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $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.
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 | $17,162 | $44,989-61.9% | $170,435-89.9% | $77,958-78.0% |
| Participation rate | 69.1% | 64.6%+4.5pp | 83.6%-14.5pp | 71.6%-2.5pp |
| Annual return | 17.00% | 19.61%-2.6pp | 205.94%-188.9pp | 20.87%-3.9pp |
| Employer contribution / active EE | $1,000 | $1,466-31.8% | $5,432-81.6% | $2,310-56.7% |
| Participant deferral / active EE | $926 | $2,208-58.0% | $4,939-81.2% | $3,537-73.8% |
| Admin fee / account holder | $65 | $69-5.9% | $13,881-99.5% | $97-33.4% |