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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,282 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $2,476 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
KALOS CAPITAL, INC.1 year Filed as: KALOS CAPITAL INC Service code 53 · EIN 58-2347396 | Insurance Commissions | $0 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,640 | $46,173-79.1% | $170,442-94.3% | $69,631-86.2% |
| Participation rate | 40.3% | 63.9%-23.6pp | 83.6%-43.3pp | 70.7%-30.4pp |
| Annual return | 13.41% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $573 | $1,610-64.4% | $5,433-89.5% | $2,032-71.8% |
| Participant deferral / active EE | $725 | $2,080-65.1% | $4,939-85.3% | $3,224-77.5% |
| Admin fee / account holder | $54 | $116-53.4% | $13,880-99.6% | $110-51.1% |