Filed August 29, 2006 (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: MML INVESTORS SERVICES, LLC Service code 20 · EIN 04-1590850 1295 STATE ST, · SPRINGFIELD, MA 011110001 | Trustee (individual) | $10,500 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 1350 TREAT BLVD · WALNUT CREEK, CA 945977959 | Contract Administrator | $8,350 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 24 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Discretionary Trustee | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,993 | $69,774+49.0% | $67,575+53.9% | $74,459+39.7% |
| Participation rate | 67.7% | 71.4%-3.7pp | 72.9%-5.3pp | 67.2%+0.4pp |
| Annual return | 16.12% | -40.53%+56.7pp | 3528.98%-3512.9pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $2,322 | $2,710-14.3% | $2,736-15.1% | $2,626-11.6% |
| Participant deferral / active EE | $3,367 | $3,636-7.4% | $4,003-15.9% | $4,350-22.6% |
| Admin fee / account holder | $42 | $890-95.3% | $3,993-98.9% | $1,945-97.8% |