Filed December 2, 2011
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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC3+ years Service code 53 · EIN 23-1706189 | Insurance Commissions | $28,295 |
LIFETIME BENEFIT SOLUTIONS3+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 | Contract Administrator | $10,554 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,065 |
LIFETIME BENEFIT SOLUTIONS3+ years Service code 13 · EIN 16-1353494 | Contract Administrator | $0 |
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 | $86,643 | $89,739-3.4% | $149,721-42.1% | $62,293+39.1% |
| Participation rate | 96.1% | 85.1%+11.0pp | 87.1%+9.1pp | 69.5%+26.6pp |
| Annual return | 15.11% | 21.01%-5.9pp | 1501.67%-1486.6pp | 28.90%-13.8pp |
| Employer contribution / active EE | $4,032 | $3,233+24.7% | $5,444-25.9% | $2,042+97.4% |
| Participant deferral / active EE | $4,616 | $4,797-3.8% | $6,568-29.7% | $3,169+45.7% |
| Admin fee / account holder | $36 | $551-93.5% | $11,282-99.7% | $479-92.5% |