Filed November 10, 2014
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 |
|---|---|---|
PENN INVESTMENT ADVISORS1 year Filed as: PENN INVESTMENT ADVISORS, INC. Service code 17 · EIN 38-3802854 | Pension Consulting | $265,816 |
WEB401K.COM, INC.3+ years Service code 15 · EIN 23-2298154 | Recordkeeping | $9,838 |
Filed as: MASSACHUSETTES MUTUAL LIFE INS. CO. Service code 17 · EIN 04-1590850 | Pension Consulting | $7,860 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,046 | $89,274+2.0% | $149,721-39.2% | $77,958+16.8% |
| Participation rate | 98.9% | 87.6%+11.3pp | 87.1%+11.9pp | 71.6%+27.3pp |
| Annual return | 12.35% | 20.36%-8.0pp | 1501.67%-1489.3pp | 20.87%-8.5pp |
| Employer contribution / active EE | $3,177 | $3,727-14.7% | $5,444-41.6% | $2,310+37.5% |
| Participant deferral / active EE | $4,998 | $5,382-7.1% | $6,568-23.9% | $3,537+41.3% |
| Admin fee / account holder | $228 | $240-5.1% | $11,282-98.0% | $97+133.8% |