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 | $991,649 |
PENSION ASSURANCE LLP3 years Filed as: PENSION BENEFITS UNLIMITED,INC Service code 13 · EIN 33-0499726 | Contract Administrator | $297,066 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 | Advisory (Plan) | $66,983 |
WINDES, INC.2 years Filed as: WINDES, INC Service code 10 · EIN 95-3001179 | Accounting | $20,000 |
ALTA TRUST1 year Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN CAPITAL MANAGEMENT Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 | Other Services | $0 |
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 | $18,690 | $89,609-79.1% | $392,568-95.2% | $89,609-79.1% |
| Participation rate | 98.4% | 69.6%+28.8pp | 78.1%+20.3pp | 69.6%+28.8pp |
| Annual return | 25.04% | 33.65%-8.6pp | 24.42%+0.6pp | 33.65%-8.6pp |
| Employer contribution / active EE | $684 | $2,584-73.5% | $3,783-81.9% | $2,584-73.5% |
| Participant deferral / active EE | $3,315 | $4,222-21.5% | $5,985-44.6% | $4,222-21.5% |
| Admin fee / account holder | $96 | $72+33.7% | $6,260-98.5% | $72+33.7% |