Filed January 22, 2012
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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,535 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,039 | $36,916-75.5% | $156,551-94.2% | $57,658-84.3% |
| Participation rate | 48.3% | 63.4%-15.2pp | 84.0%-35.8pp | 70.2%-22.0pp |
| Annual return | -0.70% | 12.38%-13.1pp | 32.23%-32.9pp | 5.13%-5.8pp |
| Employer contribution / active EE | $232 | $1,571-85.2% | $5,501-95.8% | $1,974-88.2% |
| Participant deferral / active EE | $1,164 | $1,926-39.5% | $4,871-76.1% | $3,061-62.0% |
| Admin fee / account holder | $11 | $82-87.2% | $13,028-99.9% | $95-88.8% |