Filed October 18, 2004 (most recent of 2 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 15 · EIN 04-1590850 | Recordkeeping | $1,744 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $1,347 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: MILLENNIUM TRUST COMPANY LLC Service code 49 · EIN 36-4400066 | Other Services | $0 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310844 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,719 | $73,102-15.6% | $123,552-50.0% | $56,287+9.7% |
| Participation rate | 61.4% | 74.3%-12.9pp | 82.3%-20.9pp | 69.9%-8.5pp |
| Annual return | -6.95% | 3.01%-10.0pp | 119.20%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $431 | $2,977-85.5% | $4,628-90.7% | $2,111-79.6% |
| Participant deferral / active EE | $3,728 | $5,423-31.3% | $6,426-42.0% | $3,350+11.3% |
| Admin fee / account holder | $19 | $554-96.6% | $9,285-99.8% | $521-96.3% |