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, LLP6 years Filed as: BDO USA, LLP - VA Service code 13 · EIN 13-5381590 150 BOUSH ST, SUITE 1100 · NORFOLK, VA 23510 | Contract Administrator | $25,808 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Float revenue; Recordkeeping fees | $16,653 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 910 E ST LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $14,090 |
BDO USA, LLP1 year Service code 13 | Contract Administrator | $11,189 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 011110001 | Insurance Commissions | $10,625 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $5,250 |
MMLIS1 year Service code 55 | Other Commissions | $2,646 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,420 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,575 | $42,504-39.8% | $160,009-84.0% | $77,906-67.2% |
| Participation rate | 47.2% | 66.9%-19.7pp | 78.0%-30.8pp | 73.7%-26.5pp |
| Annual return | -16.82% | -12.43%-4.4pp | 408.85%-425.7pp | 12.16%-29.0pp |
| Employer contribution / active EE | $493 | $1,684-70.7% | $4,225-88.3% | $2,846-82.7% |
| Participant deferral / active EE | $1,473 | $3,919-62.4% | $6,183-76.2% | $4,805-69.3% |
| Admin fee / account holder | $73 | $98-24.9% | $8,715-99.2% | $133-44.7% |