Filed January 24, 2010 (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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 49 · EIN 27-3463733 65 MADISON AVE, SUITE 300 · MORRISTOWN, NJ 07960 | Other Services | $10,024 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 95-2834236 P.O. BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $6,385 |
OTHER3 years Service code 19 · EIN 04-1590850 | Securities Custodian | $3,300 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Securities Custodian | $240 |
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 | $36,649 | $85,202-57.0% | $172,739-78.8% | $72,985-49.8% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.6%-4.9pp | 69.5%+8.3pp |
| Annual return | 20.47% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,930 | $3,324-42.0% | $5,143-62.5% | $2,440-20.9% |
| Participant deferral / active EE | $5,577 | $3,260+71.1% | $5,198+7.3% | $3,607+54.6% |
| Admin fee / account holder | $78 | $5,884-98.7% | $13,954-99.4% | $5,124-98.5% |