Filed December 1, 2014 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $27,831 |
Filed as: CORNERSTONE FINANCIAL SERVICES INC Service code 53 119 N BROADWAY ST STE 102 · GREENFIELD, IN 46140 | Insurance Commissions | $21,431 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,432 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $947 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $787 |
Filed as: GREGORY A MCROBERTS Service code 53 900 E 96TH ST STE 300 · INDIANAPOLIS, IN 31746 | Insurance Commissions | $0 |
Filed as: MML INVESTORS SERVICE INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $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 | $49,826 | $65,125-23.5% | $143,797-65.3% | $66,949-25.6% |
| Participation rate | 72.1% | 65.2%+6.9pp | 80.3%-8.2pp | 69.8%+2.3pp |
| Annual return | -14.56% | -11.13%-3.4pp | -0.04%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,287 | $2,362-45.5% | $4,952-74.0% | $2,545-49.4% |
| Participant deferral / active EE | $3,668 | $2,920+25.6% | $5,638-34.9% | $4,239-13.5% |
| Admin fee / account holder | $260 | $503-48.2% | $14,679-98.2% | $594-56.2% |