Filed June 8, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $83,147 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $53,733 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $44,000 |
BASYS3 years Service code 49 · EIN 52-1796473 | Other Services | $22,865 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $15,533 |
COSTIN, HAMMEL & LEAKE L.L.C.5+ years Service code 10 · EIN 36-4198035 | Accounting | $10,017 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 · EIN 36-0721895 | Bank Trustee | $8,768 |
THE SEGAL COMPANY5+ 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 | $166,610 | $78,226+113.0% | $92,916+79.3% | $82,204+102.7% |
| Participation rate | 87.8% | 82.7%+5.1pp | 76.0%+11.8pp | 73.4%+14.4pp |
| Annual return | 18.91% | 19.33%-0.4pp | 109.45%-90.5pp | 26.31%-7.4pp |
| Employer contribution / active EE | $11,065 | $3,911+182.9% | $3,654+202.9% | $2,707+308.7% |
| Participant deferral / active EE | $3,083 | $3,648-15.5% | $4,238-27.2% | $4,246-27.4% |
| Admin fee / account holder | $52 | $119-56.6% | $5,796-99.1% | $76-31.7% |