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 | $14,033 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,955 |
MMA SECURITIES LLC1 year Filed as: MARSH USA/MARSH & MCLENNAN AGENCY Service code 13 · EIN 36-1436000 | Contract Administrator | $5,942 |
GRISELL CABERO2+ years Service code 53 1593 SPRING HILL ROAD, SUITE 500E · VIENNA, VA 22182 | Insurance Commissions | $0 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 72 | Other investment fees and expenses | $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 | $39,033 | $38,969+0.2% | $109,313-64.3% | $55,167-29.2% |
| Participation rate | 92.9% | 58.2%+34.6pp | 71.3%+21.6pp | 69.0%+23.9pp |
| Annual return | 6.56% | 8.26%-1.7pp | 22.07%-15.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,268 | $1,227+84.9% | $3,892-41.7% | $1,963+15.6% |
| Participant deferral / active EE | $1,781 | $2,176-18.2% | $3,166-43.8% | $3,054-41.7% |
| Admin fee / account holder | $63 | $501-87.4% | $5,666-98.9% | $504-87.5% |