Filed May 10, 2006
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 |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 71 | Brokerage Fees | $44,953 |
FIRST CLEARING LLC3+ years Service code 71 · EIN 25-2384840 | Brokerage Fees | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,946 | $63,299+38.9% | $91,001-3.4% | $62,292+41.2% |
| Participation rate | 92.9% | 73.3%+19.6pp | 75.6%+17.3pp | 69.5%+23.4pp |
| Annual return | 18.71% | 20.99%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $3,148 | $1,807+74.3% | $2,456+28.2% | $2,042+54.2% |
| Participant deferral / active EE | $65 | $2,943-97.8% | $3,547-98.2% | $3,169-97.9% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |