Filed September 16, 2016
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 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Indirect Investment Fees | $22,366 |
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 13 · EIN 59-3163228 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Contract Administrator | $4,143 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INS AGENCY I Service code 53 · EIN 51-0120742 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,049 | $37,196-32.7% | $154,107-83.7% | $55,725-55.0% |
| Participation rate | 37.3% | 64.1%-26.8pp | 83.0%-45.8pp | 70.9%-33.6pp |
| Annual return | 33.70% | 1319.68%-1286.0pp | 735.12%-701.4pp | 244.93%-211.2pp |
| Employer contribution / active EE | $493 | $1,614-69.5% | $5,298-90.7% | $2,078-76.3% |
| Participant deferral / active EE | $1,046 | $2,068-49.4% | $5,081-79.4% | $3,356-68.8% |
| Admin fee / account holder | $179 | $102+76.3% | $13,411-98.7% | $115+55.5% |