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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,498 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,821 |
MMA SECURITIES LLC2 years Filed as: MARSH USA/MARSH & MCLENNAN AGENCY Service code 13 · EIN 36-1436000 | Contract Administrator | $6,872 |
AMERICAN FUNDS1 year Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6746612 | Indirect Investment Fees | $0 |
SEE ATTACHED1 year Filed as: SEE ATTACHED LISTING Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 52 · EIN 20-0001631 | Indirect Investment Fees | $0 |
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 | $44,399 | $63,156-29.7% | $122,354-63.7% | $62,293-28.7% |
| Participation rate | 99.4% | 60.0%+39.3pp | 71.6%+27.7pp | 69.5%+29.8pp |
| Annual return | 16.56% | 20.61%-4.1pp | 30.28%-13.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2,348 | $1,385+69.5% | $4,051-42.0% | $2,042+15.0% |
| Participant deferral / active EE | $1,866 | $2,321-19.6% | $3,287-43.2% | $3,169-41.1% |
| Admin fee / account holder | $48 | $440-89.2% | $5,479-99.1% | $479-90.1% |