Filed July 14, 2011
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.
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 INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $53,392 |
Filed as: PRINCIPAL SECURITIES INC. Service code 27 · EIN 42-0941553 | Advisory (Plan) | $24,716 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $9,958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,994 | $51,226+136.2% | $82,744+46.2% | $66,938+80.8% |
| Participation rate | 86.9% | 67.9%+19.0pp | 72.6%+14.4pp | 69.8%+17.1pp |
| Annual return | -12.86% | -9.61%-3.3pp | 702.22%-715.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,495 | $2,612-4.5% | $3,008-17.0% | $2,545-2.0% |
| Participant deferral / active EE | $8,432 | $3,460+143.7% | $4,395+91.9% | $4,238+98.9% |
| Admin fee / account holder | $619 | $416+49.1% | $5,325-88.4% | $594+4.4% |