Filed May 28, 2010 (most recent of 4 filings on file)
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 INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $66,779 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $27,133 |
Service code 10 · EIN 58-0630562 | Accounting | $1,947 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $1,400 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CARL IVKA2 years Filed as: CARL B COOLIDGE Service code 53 4355 CORAL PARK DR · BRUNSWICK, GA 31520 | Insurance Commissions | $0 |
Filed as: ENVESTNET REITREMENT SOLUTIONS, LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $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).
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 | $44,526 | $53,925-17.4% | $75,501-41.0% | $69,631-36.1% |
| Participation rate | 99.8% | 71.2%+28.6pp | 72.4%+27.4pp | 70.7%+29.1pp |
| Annual return | 12.26% | 17.84%-5.6pp | 27.35%-15.1pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,398 | $1,802-22.4% | $2,352-40.5% | $2,032-31.2% |
| Participant deferral / active EE | $3,016 | $2,569+17.4% | $3,142-4.0% | $3,224-6.5% |
| Admin fee / account holder | $135 | $97+38.6% | $5,801-97.7% | $110+21.9% |