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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $60,804 |
BDO USA, LLP2 years Filed as: BDO USA, LLP - VA Service code 13 · EIN 13-5381590 150 BOUSH ST, SUITE 1100 · NORFOLK, VA 23510 | Contract Administrator | $25,350 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 440 MONTICELLO AVE, SUITE 1400 · NORFOLK, VA 23510 | Accounting | $20,500 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $26,606 | $42,810-37.9% | $169,452-84.3% | $55,725-52.3% |
| Participation rate | 55.6% | 64.7%-9.1pp | 77.8%-22.2pp | 70.9%-15.2pp |
| Annual return | -4.42% | -3.61%-0.8pp | 1.83%-6.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $499 | $1,402-64.4% | $4,157-88.0% | $2,078-76.0% |
| Participant deferral / active EE | $1,968 | $3,141-37.4% | $5,277-62.7% | $3,356-41.4% |
| Admin fee / account holder | $159 | $106+49.1% | $9,110-98.3% | $115+37.8% |