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: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $20,652 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $13,604 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $12,519 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDING INC. Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $5,543 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $3,175 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PRKY SUITE 100 · FORT WAYNE, IN 46814 | Contract Administrator | $1,875 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $709 |
Filed as: MMLISI Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Filed as: STANLEY R DOMINEY Service code 53 200 W FORSYTH ST STE 600 · JACKSONVILLE, FL 32202 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,257 | $56,503+3.1% | $70,092-16.9% | $64,808-10.1% |
| Participation rate | 99.8% | 70.5%+29.3pp | 70.5%+29.3pp | 71.5%+28.3pp |
| Annual return | -13.19% | -13.44%+0.3pp | 190.73%-203.9pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,595 | $2,046+26.8% | $2,559+1.4% | $2,506+3.6% |
| Participant deferral / active EE | $5,405 | $3,389+59.5% | $3,849+40.4% | $4,310+25.4% |
| Admin fee / account holder | $25 | $160-84.2% | $6,267-99.6% | $188-86.5% |