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 | $9,113 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $4,153 |
KALOS CAPITAL, INC.1 year Service code 53 · EIN 58-2347396 | Insurance Commissions | $0 |
LPL FINANCIAL2+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,573 | $36,916-76.8% | $156,551-94.5% | $57,658-85.1% |
| Participation rate | 43.5% | 63.4%-19.9pp | 84.0%-40.5pp | 70.2%-26.7pp |
| Annual return | 7.37% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $561 | $1,571-64.3% | $5,501-89.8% | $1,974-71.6% |
| Participant deferral / active EE | $715 | $1,926-62.9% | $4,871-85.3% | $3,061-76.6% |
| Admin fee / account holder | $60 | $82-26.7% | $13,028-99.5% | $95-36.0% |