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 49 · EIN 04-1590850 | Other Services | $37,995 |
Filed as: MML INVESTORS SERVICES INC Service code 53 | Insurance Commissions | $19,052 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $16,418 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $10,147 |
Service code 10 | Accounting | $2,407 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
CARL IVKA4 years Filed as: CARL B COOLIDGE Service code 53 2467 DEMERE RD · SAINT SIMONS ISLAND, GA 31522 | Insurance Commissions | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,400 | $55,790-9.7% | $76,817-34.4% | $67,579-25.4% |
| Participation rate | 99.6% | 71.1%+28.5pp | 72.1%+27.5pp | 71.3%+28.3pp |
| Annual return | 18.40% | 64.45%-46.1pp | 1166.11%-1147.7pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,877 | $1,810+3.7% | $2,302-18.5% | $2,148-12.6% |
| Participant deferral / active EE | $3,664 | $2,875+27.4% | $3,336+9.8% | $3,539+3.5% |
| Admin fee / account holder | $71 | $159-55.6% | $6,420-98.9% | $142-50.4% |