Filed June 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $87,497 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $38,000 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $32,935 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $15,100 |
BASYS1 year Service code 49 · EIN 52-1796473 | Other Services | $11,205 |
COSTIN, HAMMEL & LEAKE L.L.C.3+ years Service code 10 · EIN 36-4198035 | Accounting | $9,632 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 · EIN 36-0721895 | Bank Trustee | $8,782 |
OGLETREE DEAKINS3+ years Filed as: OGLETREE DEAKINS, ET AL., P.C. Service code 29 · EIN 57-1044820 | Legal | $7,589 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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 | $132,860 | $59,184+124.5% | $92,240+44.0% | $177,276-25.1% |
| Participation rate | 87.5% | 85.6%+1.8pp | 76.5%+11.0pp | 74.8%+12.6pp |
| Annual return | 15.38% | 15.88%-0.5pp | 176.29%-160.9pp | 21.25%-5.9pp |
| Employer contribution / active EE | $9,091 | $2,985+204.6% | $3,680+147.1% | $2,479+266.7% |
| Participant deferral / active EE | $2,759 | $2,859-3.5% | $3,897-29.2% | $3,881-28.9% |
| Admin fee / account holder | $49 | $98-49.7% | $5,194-99.0% | $154-67.9% |