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 49 · EIN 04-1590850 | Other Services | $10,848 |
QUALIFIED PLANS, LLC5+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $10,116 |
FOUNTAIN, ARRINGTON, BASS1 year Service code 10 · EIN 58-1307612 | Accounting | $1,030 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $638 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
KALOS CAPITAL, INC.4 years Service code 53 · EIN 58-2347396 | Insurance Commissions | $0 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 49 | Other Services | $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 | $13,720 | $62,928-78.2% | $172,739-92.1% | $67,579-79.7% |
| Participation rate | 40.4% | 64.5%-24.1pp | 82.6%-42.3pp | 71.3%-30.9pp |
| Annual return | 21.34% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $572 | $1,636-65.0% | $5,143-88.9% | $2,148-73.3% |
| Participant deferral / active EE | $716 | $2,145-66.6% | $5,198-86.2% | $3,539-79.8% |
| Admin fee / account holder | $96 | $167-42.4% | $13,954-99.3% | $142-32.6% |