Filed January 13, 2017
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 |
|---|---|---|
MCPHILLIPS, ROBERTS & DEANS, PLC2+ years Service code 13 · EIN 54-1921942 150 BOUSH ST, SUITE 1100 · NORFOLK, VA 23510 | Contract Administrator | $41,805 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $24,395 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 440 MONTICELLO AVENUE, SUITE 1400 · NORFOLK, VA 23510 | Accounting | $8,500 |
BDO USA, LLP1 year Filed as: BDO USA LLP - VA Service code 13 · EIN 13-5381590 150 BOUSH ST, SUITE 1100 · NORFOLK, VA 23510 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,673 | $42,582-28.0% | $171,082-82.1% | $57,658-46.8% |
| Participation rate | 83.2% | 63.9%+19.3pp | 76.7%+6.5pp | 70.2%+13.0pp |
| Annual return | 5.38% | 308.67%-303.3pp | 32.56%-27.2pp | 5.13%+0.2pp |
| Employer contribution / active EE | $798 | $1,306-38.9% | $4,002-80.1% | $1,974-59.6% |
| Participant deferral / active EE | $2,075 | $2,933-29.3% | $4,797-56.7% | $3,061-32.2% |
| Admin fee / account holder | $130 | $82+58.3% | $8,520-98.5% | $95+37.9% |