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 |
BENEFIT AUDIT GROUP, LLC4 years Filed as: BENEFIT AUDIT GROUP,LLC Service code 10 · EIN 21-9987163 521 LARSON CT #2A · WESTMINSTER, MD 211577297 | Accounting | $9,700 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 24 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Discretionary Trustee | $100 |
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 | $94,425 | $60,989+54.8% | $60,899+55.1% | $66,930+41.1% |
| Participation rate | 97.5% | 74.5%+23.0pp | 73.1%+24.4pp | 69.8%+27.7pp |
| Annual return | -10.69% | -9.60%-1.1pp | 16.92%-27.6pp | 1.57%-12.3pp |
| Employer contribution / active EE | $1,749 | $2,661-34.3% | $2,702-35.3% | $2,545-31.3% |
| Participant deferral / active EE | $3,463 | $3,615-4.2% | $3,817-9.3% | $4,238-18.3% |
| Admin fee / account holder | $50 | $338-85.3% | $3,225-98.5% | $593-91.6% |