Filed April 28, 2007
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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,627 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 P.O. BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $46,854 |
Service code 13 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $10,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 27 PO BOX 71115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $4,612 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,834 | $63,114+66.1% | $92,893+12.9% | $65,185+60.8% |
| Participation rate | 93.4% | 68.8%+24.7pp | 76.0%+17.4pp | 70.2%+23.2pp |
| Annual return | 21.51% | 28.75%-7.2pp | 109.41%-87.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $4,567 | $2,571+77.7% | $3,653+25.0% | $2,177+109.8% |
| Participant deferral / active EE | $6,461 | $3,108+107.9% | $4,236+52.5% | $3,514+83.9% |
| Admin fee / account holder | $230 | $624-63.1% | $5,794-96.0% | $847-72.9% |