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 |
|---|---|---|
QUALIFIED PLANS, LLC4+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $11,243 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 | Other Services | $10,041 |
MERCER1 year Filed as: FOUNTAIN, ARRINGTON, BASS, MERCER Service code 10 · EIN 58-1307612 | Accounting | $4,000 |
Filed as: GOODWILL INDUSTRIES OF THE SOUTHERN Service code 10 · EIN 58-1307612 | Accounting | $1,900 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
KALOS CAPITAL, INC.3 years Service code 53 · EIN 58-2347396 | Insurance Commissions | $0 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE INS CO Service code 49 | Other Services | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | 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 | $11,205 | $37,196-69.9% | $154,107-92.7% | $55,725-79.9% |
| Participation rate | 37.5% | 64.1%-26.6pp | 83.0%-45.5pp | 70.9%-33.3pp |
| Annual return | -6.12% | 1319.68%-1325.8pp | 735.12%-741.2pp | 244.93%-251.1pp |
| Employer contribution / active EE | $538 | $1,614-66.7% | $5,298-89.8% | $2,078-74.1% |
| Participant deferral / active EE | $685 | $2,068-66.9% | $5,081-86.5% | $3,356-79.6% |
| Admin fee / account holder | $136 | $102+34.2% | $13,411-99.0% | $115+18.3% |