Filed June 20, 2007 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $176,148 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $67,760 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,608 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 12 · EIN 84-2409363 | Other fees; Direct payment from the p... | $40,614 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $2,486 |
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 | $89,690 | $83,023+8.0% | $102,437-12.4% | $77,762+15.3% |
| Participation rate | 85.5% | 71.5%+14.0pp | 74.5%+11.0pp | 70.6%+14.9pp |
| Annual return | 96.98% | 19.12%+77.9pp | 24.95%+72.0pp | 31.27%+65.7pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7,649 | $4,110+86.1% | $5,060+51.2% | $4,651+64.5% |
| Admin fee / account holder | $231 | $639-63.8% | $8,388-97.2% | $433-46.6% |