Filed March 9, 2006
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: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,558 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $3,236 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,008 | $37,117-75.7% | $147,617-93.9% | $55,191-83.7% |
| Participation rate | 37.0% | 63.6%-26.7pp | 84.6%-47.7pp | 69.2%-32.2pp |
| Annual return | -2.00% | 3.44%-5.4pp | 61.98%-64.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $421 | $1,620-74.0% | $5,564-92.4% | $1,899-77.8% |
| Participant deferral / active EE | $619 | $1,985-68.8% | $4,895-87.3% | $3,046-79.7% |
| Admin fee / account holder | $64 | $86-25.4% | $11,612-99.5% | $91-29.7% |