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 |
|---|---|---|
BDO USA, LLP4 years Filed as: BDO USA, LLP - VA Service code 13 · EIN 13-5381590 150 BOUSH ST, SUITE 1100 · NORFOLK, VA 23510 | Contract Administrator | $37,925 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,465 |
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.
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 | $33,033 | $56,152-41.2% | $185,835-82.2% | $73,412-55.0% |
| Participation rate | 52.9% | 67.6%-14.6pp | 78.0%-25.1pp | 72.2%-19.2pp |
| Annual return | 18.24% | 17.59%+0.7pp | 35.96%-17.7pp | 59.30%-41.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,368 | $3,659-62.6% | $5,633-75.7% | $3,806-64.0% |
| Admin fee / account holder | $80 | $132-39.3% | $9,502-99.2% | $158-49.3% |