Filed March 9, 2006
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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $9,626 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 14 · EIN 35-2091834 | Plan Administrator | $5,956 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,524 | $36,916-52.5% | $156,551-88.8% | $57,658-69.6% |
| Participation rate | 55.2% | 63.4%-8.2pp | 84.0%-28.8pp | 70.2%-15.0pp |
| Annual return | 7.27% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $245 | $1,571-84.4% | $5,501-95.5% | $1,974-87.6% |
| Participant deferral / active EE | $743 | $1,926-61.4% | $4,871-84.7% | $3,061-75.7% |
| Admin fee / account holder | $44 | $82-46.6% | $13,028-99.7% | $95-53.4% |