Filed December 31, 1992
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 INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $5,483 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,218 |
Filed as: STRATEGIES WEALTH ADVISORS, LLC Service code 27 171 MONROE AVE NW STE 800 · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $854 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,370 | $65,453-70.4% | $86,698-77.7% | $66,938-71.1% |
| Participation rate | 95.4% | 75.5%+20.0pp | 76.6%+18.8pp | 69.8%+25.6pp |
| Annual return | -14.12% | -10.89%-3.2pp | 35.95%-50.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $586 | $2,154-72.8% | $2,837-79.3% | $2,545-77.0% |
| Participant deferral / active EE | $1,639 | $4,102-60.1% | $4,656-64.8% | $4,238-61.3% |
| Admin fee / account holder | $26 | $642-95.9% | $7,493-99.6% | $594-95.5% |