Filed June 6, 2008 (most recent of 19 filings on file)
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 | $914,285 |
MERCER6+ years Filed as: MERCER CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $186,535 |
DLA PIPER6+ years Service code 29 · EIN 52-0616490 | Legal | $143,682 |
EARNEST PARTNERS, LLC3 years Filed as: EARNEST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $60,646 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $41,030 |
HAYS COMPANIES2 years Service code 21 · EIN 83-2217196 | Bank Trustee | $23,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,718 | $124,049-34.1% | $95,968-14.8% | $93,223-12.3% |
| Participation rate | 74.9% | 88.4%-13.5pp | 77.1%-2.2pp | 74.9%-0.1pp |
| Annual return | 14.71% | 22.17%-7.5pp | 91.65%-76.9pp | 19.29%-4.6pp |
| Employer contribution / active EE | $4,164 | $3,478+19.7% | $2,542+63.9% | $2,680+55.4% |
| Participant deferral / active EE | $3,594 | $6,147-41.5% | $4,167-13.7% | $4,563-21.2% |
| Admin fee / account holder | $100 | $73+37.9% | $6,798-98.5% | $79+26.6% |