Filed October 21, 1994
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 MUUAL LIFE INS., CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,812 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS2+ years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLTON Service code 52 | Indirect Investment Fees | $0 |
INVESCO2+ years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Service code 49 | Other Services | $0 |
MFS INVESTMENT MANAGEMENT2+ years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2+ years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,400 | $62,928-75.5% | $172,753-91.1% | $67,582-77.2% |
| Participation rate | 52.9% | 64.5%-11.6pp | 82.6%-29.7pp | 71.3%-18.4pp |
| Annual return | 21.22% | 30.36%-9.1pp | 803.00%-781.8pp | 378.57%-357.3pp |
| Employer contribution / active EE | $173 | $1,636-89.4% | $5,144-96.6% | $2,148-91.9% |
| Participant deferral / active EE | $650 | $2,145-69.7% | $5,198-87.5% | $3,539-81.6% |
| Admin fee / account holder | $54 | $167-67.8% | $13,956-99.6% | $142-62.2% |