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 | $2,144 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $1,296 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVCS INC Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY3 years 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.
Annual investment return 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 | $87,639 | $99,957-12.3% | $149,715-41.5% | $73,493+19.2% |
| Participation rate | 61.4% | 75.7%-14.3pp | 82.5%-21.1pp | 70.7%-9.3pp |
| Annual return | 9.40% | 53.87%-44.5pp | 276.66%-267.3pp | 28.51%-19.1pp |
| Employer contribution / active EE | $396 | $3,191-87.6% | $4,645-91.5% | $2,270-82.6% |
| Participant deferral / active EE | $3,656 | $6,073-39.8% | $6,842-46.6% | $3,740-2.3% |
| Admin fee / account holder | $24 | $551-95.7% | $9,310-99.7% | $513-95.3% |