Filed July 9, 2007 (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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $60,040 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $21,405 |
EASTERN INSURANCE GROUP LLC6 years Service code 27 · EIN 38-3667558 | Advisory (Plan) | $9,352 |
BPAS1 year Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 74-1977743 | Advisory (Plan) | $9,091 |
Filed as: HAND BENEFITS AND TRUST COMPANY DBA Service code 27 3401 MASONS MILL RD STE 601 · HUNTINGDON VALLEY, PA 190063527 | Advisory (Plan) | $5,047 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,505 | $46,332-49.3% | $143,797-83.7% | $64,824-63.7% |
| Participation rate | 90.2% | 64.2%+26.0pp | 80.3%+9.9pp | 71.5%+18.8pp |
| Annual return | -15.54% | -10.05%-5.5pp | -0.04%-15.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,479 | $2,647+69.2% | $5,638-20.6% | $4,311+3.9% |
| Admin fee / account holder | $141 | $154-8.5% | $14,679-99.0% | $188-25.1% |