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 1295 STATE ST · SPRINGFIELD, MA 011110001 | Trustee (individual) | $14,000 |
BENEFIT AUDIT GROUP, LLC2 years Filed as: BENEFIT AUDIT GROUP,LLC Service code 10 521 LARSON CT #2A · WESTMINISTER, MD 211577297 | Accounting | $10,900 |
NEWPORT GROUP, INC.1 year Service code 13 1350 TREAT BLVD · WALNUT CREEK, CA 945977959 | Contract Administrator | $9,635 |
TIAA2 years Service code 24 730 THIRD AVE. · NEW YORK, NY 100173206 | Discretionary Trustee | $598 |
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 | $92,918 | $65,322+42.2% | $70,476+31.8% | $73,493+26.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.63% | 15.71%-3.1pp | 109.12%-96.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,109 | $2,460-14.3% | $2,738-23.0% | $2,270-7.1% |
| Participant deferral / active EE | $3,535 | $3,375+4.7% | $3,710-4.7% | $3,740-5.5% |
| Admin fee / account holder | $83 | $214-61.1% | $3,847-97.8% | $513-83.8% |