Filed June 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 21 · EIN 04-1590850 | Bank Trustee | $111,955 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $54,515 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $41,749 |
PHIL BRUZZESE3 years Filed as: PHIL HAYES Service code 30 · EIN 36-2141703 | Employee (plan) | $30,037 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $16,600 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 49 · EIN 52-1796473 | Other Services | $12,086 |
COSTIN, HAMMEL & LEAKE L.L.C.8+ years Service code 10 · EIN 36-4198035 | Accounting | $9,949 |
MICHAEL MALONEY3 years Service code 20 · EIN 36-2141703 | Trustee (individual) | $7,937 |
THE SEGAL COMPANY8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,526 | $70,048+169.1% | $112,270+67.9% | $78,104+141.4% |
| Participation rate | 90.3% | 84.1%+6.2pp | 75.1%+15.3pp | 74.5%+15.8pp |
| Annual return | -14.17% | -10.85%-3.3pp | 27.49%-41.7pp | 10.90%-25.1pp |
| Employer contribution / active EE | $13,968 | $4,000+249.2% | $3,635+284.2% | $3,128+346.6% |
| Participant deferral / active EE | $3,187 | $3,679-13.4% | $4,729-32.6% | $5,089-37.4% |
| Admin fee / account holder | $52 | $127-59.0% | $6,411-99.2% | $79-34.1% |