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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $5,843 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 15 · EIN 51-0383217 | Recordkeeping | $0 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 17 · EIN 51-0116113 | Pension Consulting | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 17 · EIN 26-4310844 | Pension Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,743 | $42,546-8.9% | $71,796-46.0% | $55,167-29.8% |
| Participation rate | 93.8% | 59.1%+34.7pp | 69.1%+24.7pp | 69.0%+24.8pp |
| Annual return | 6.05% | 12.36%-6.3pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $537 | $803-33.1% | $1,924-72.1% | $1,963-72.6% |
| Participant deferral / active EE | $3,212 | $2,064+55.6% | $2,794+15.0% | $3,054+5.2% |
| Admin fee / account holder | $21 | $650-96.7% | $4,815-99.6% | $504-95.7% |