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 | $13,645 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 | Contract Administrator | $1,526 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
KALOS CAPITAL, INC.5 years Service code 53 · EIN 58-2347396 | Insurance Commissions | $0 |
LPL FINANCIAL6+ 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 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,547 | $52,293-62.6% | $178,499-89.0% | $73,412-73.4% |
| Participation rate | 37.1% | 65.3%-28.3pp | 81.9%-44.9pp | 72.2%-35.1pp |
| Annual return | 15.85% | 34.75%-18.9pp | 151.10%-135.3pp | 59.30%-43.4pp |
| Employer contribution / active EE | $649 | $1,735-62.6% | $5,011-87.1% | $2,234-71.0% |
| Participant deferral / active EE | $839 | $2,332-64.0% | $5,202-83.9% | $3,806-78.0% |
| Admin fee / account holder | $64 | $127-49.6% | $13,986-99.5% | $158-59.4% |