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 |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $391,387 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $370,371 |
PENSION ASSURANCE LLP6 years Filed as: PENSION BENEFITS UNLIMITED,INC Service code 13 · EIN 33-0499726 | Contract Administrator | $346,580 |
WINDES, INC.5 years Filed as: WINDES, INC Service code 10 · EIN 95-3001179 | Accounting | $26,100 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $5,367 |
ALTA TRUST4 years Service code 52 · EIN 83-0524193 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK6 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN CAPITAL MANAGEMENT Service code 62 | Float revenue | $0 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN CAPITAL MANAGEMENTS Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,183 | $89,433-76.3% | $115,756-81.7% | $89,433-76.3% |
| Participation rate | 97.3% | 71.3%+26.1pp | 77.1%+20.2pp | 71.3%+26.1pp |
| Annual return | -16.00% | -11.88%-4.1pp | 143.14%-159.1pp | -11.88%-4.1pp |
| Employer contribution / active EE | $772 | $3,021-74.5% | $3,793-79.7% | $3,021-74.5% |
| Participant deferral / active EE | $4,298 | $5,125-16.1% | $6,254-31.3% | $5,125-16.1% |
| Admin fee / account holder | $69 | $79-13.0% | $8,124-99.2% | $79-13.0% |