Filed June 11, 2008 (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 13 · EIN 04-1590850 | Contract Administrator | $632,834 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFITS UNLIMITED,INC Service code 13 · EIN 33-0499726 | Contract Administrator | $256,646 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 | Advisory (Plan) | $73,325 |
WINDES, INC.1 year Filed as: WINDES, INC Service code 10 · EIN 95-3001179 | Accounting | $38,000 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN CAPITAL MANAGEMENT Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,954 | $93,094-83.9% | $106,387-85.9% | $68,904-78.3% |
| Participation rate | 97.8% | 83.9%+13.8pp | 77.5%+20.3pp | 74.1%+23.6pp |
| Annual return | -5.45% | -2.12%-3.3pp | 0.25%-5.7pp | 1.07%-6.5pp |
| Employer contribution / active EE | $643 | $3,237-80.2% | $3,520-81.7% | $2,540-74.7% |
| Participant deferral / active EE | $2,907 | $5,445-46.6% | $5,421-46.4% | $4,015-27.6% |
| Admin fee / account holder | $75 | $85-11.6% | $7,510-99.0% | $71+5.6% |