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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTES MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $249,983 |
WEB401K.COM, INC.4+ years Service code 13 · EIN 23-2298154 | Contract Administrator | $558 |
PENN INVESTMENT ADVISORS2 years Filed as: PENN INVESTMENT ADVISORS, INC. Service code 27 · EIN 38-3802854 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,523 | $82,546-2.5% | $140,019-42.5% | $75,289+7.0% |
| Participation rate | 99.0% | 88.4%+10.6pp | 87.5%+11.5pp | 72.4%+26.6pp |
| Annual return | -8.06% | -0.36%-7.7pp | 651.19%-659.2pp | -0.04%-8.0pp |
| Employer contribution / active EE | $3,428 | $3,856-11.1% | $5,605-38.8% | $2,405+42.5% |
| Participant deferral / active EE | $5,333 | $5,731-7.0% | $6,927-23.0% | $3,739+42.6% |
| Admin fee / account holder | $195 | $86+127.7% | $10,705-98.2% | $102+90.9% |