Filed March 10, 2015 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $14,365 |
Filed as: MASSMUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,320 |
Filed as: DAVID G. LEONARD & ASSOCIATES, INC. Service code 13 | Contract Administrator | $2,700 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $557 |
Filed as: DAVID G. LEONARD & ASSOC. INC. Service code 13 · EIN 20-8305664 1237 NORTH FEDERAL HIGHWAY · DELRAY BEACH, FL 33483 | Contract Administrator | $200 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 53 · EIN 41-0973005 | Insurance Commissions | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Service code 13 · EIN 20-8305664 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,271 | $46,292-64.9% | $143,757-88.7% | $64,808-74.9% |
| Participation rate | 65.5% | 64.2%+1.3pp | 80.3%-14.8pp | 71.5%-5.9pp |
| Annual return | -14.83% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $532 | $1,910-72.1% | $4,951-89.2% | $2,506-78.8% |
| Participant deferral / active EE | $1,519 | $2,646-42.6% | $5,637-73.1% | $4,310-64.8% |
| Admin fee / account holder | $17 | $154-89.1% | $14,673-99.9% | $188-91.1% |