Filed November 8, 1996
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: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $241,161 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 33 · EIN 52-1396995 | Securities brokerage; Securities brok... | $86,267 |
ARROWOOD & ASSOCIATES PA2+ years Service code 10 · EIN 56-1678619 | Accounting | $13,500 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,986 | $58,758-59.2% | $69,779-65.6% | $63,975-62.5% |
| Participation rate | 87.4% | 77.5%+9.9pp | 71.8%+15.6pp | 71.1%+16.3pp |
| Annual return | 6.35% | 18.05%-11.7pp | 12.99%-6.6pp | 48.65%-42.3pp |
| Employer contribution / active EE | $797 | $1,973-59.6% | $2,338-65.9% | $2,182-63.5% |
| Participant deferral / active EE | $1,517 | $2,912-47.9% | $2,931-48.2% | $3,356-54.8% |
| Admin fee / account holder | $131 | $71+84.4% | $4,381-97.0% | $70+85.8% |