Filed December 29, 1992
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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,445 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,037 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $8,258 |
FINANCIAL SOLUTIONS MIDWEST, LLC7+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $6,519 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,568 | $185,342-85.1% | $111,319-75.2% | $86,828-68.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 14.68% | 500.80%-486.1pp | 54.68%-40.0pp | 97.95%-83.3pp |
| Employer contribution / active EE | $1,295 | $2,246-42.3% | $2,732-52.6% | $2,406-46.2% |
| Participant deferral / active EE | $2,173 | $4,458-51.3% | $4,488-51.6% | $4,132-47.4% |
| Admin fee / account holder | $59 | $255-76.9% | $7,966-99.3% | $170-65.2% |