Filed November 29, 2005 (most recent of 2 filings on file)
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,468 |
MMA SECURITIES LLC1+ years Filed as: KSPH/MMA Service code 13 | Contract Administrator | $5,651 |
GRISELL CABERO1+ years Service code 53 1593 SPRING HILL ROAD, SUITE 5 · VIENNA, VA 22182 | Insurance Commissions | $0 |
MMA SECURITIES LLC1+ years Filed as: KSPH LLC/MARSH & MCLENNAN Service code 13 · EIN 36-1436000 | Contract Administrator | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,620 | $37,134+1.3% | $100,671-62.6% | $52,331-28.1% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | 1.71% | 0.10%+1.6pp | 20.43%-18.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $2,470 | $1,187+108.0% | $4,012-38.4% | $1,882+31.3% |
| Participant deferral / active EE | $1,842 | $2,163-14.8% | $3,144-41.4% | $3,022-39.0% |
| Admin fee / account holder | $93 | $467-80.1% | $4,850-98.1% | $592-84.3% |