Filed December 12, 2014
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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $102,301 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC Service code 53 · EIN 13-3175978 | Insurance Commissions | $42,667 |
AIR CANADA1+ years Filed as: AIR MEDICAL GROUP HOLDING, INC Service code 10 · EIN 13-5565207 | Accounting | $41,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,635 |
Filed as: MASSMUTUAL Service code 38 · EIN 04-1590850 | Participant Communication | $13,103 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 38 · EIN 04-1590850 | Participant Communication | $11,310 |
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 | $43,596 | $37,039+17.7% | $147,618-70.5% | $59,188-26.3% |
| Participation rate | 48.1% | 63.8%-15.7pp | 84.6%-36.5pp | 69.4%-21.3pp |
| Annual return | 2.03% | 7.19%-5.2pp | 61.98%-59.9pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,008 | $1,353-25.5% | $5,565-81.9% | $2,098-52.0% |
| Participant deferral / active EE | $2,828 | $2,094+35.1% | $4,895-42.2% | $3,265-13.4% |
| Admin fee / account holder | $37 | $60-39.4% | $11,612-99.7% | $92-60.4% |