Filed December 31, 2008
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 | $53,682 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $19,203 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,204 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LORD ABBETT2 years Service code 52 · EIN 13-2669319 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,085 | $53,901-38.6% | $134,143-75.3% | $73,488-55.0% |
| Participation rate | 59.9% | 62.8%-2.9pp | 72.2%-12.3pp | 70.7%-10.8pp |
| Annual return | 13.54% | 15.82%-2.3pp | 36.33%-22.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,372 | $1,458+62.6% | $3,704-36.0% | $2,270+4.5% |
| Participant deferral / active EE | $1,879 | $2,739-31.4% | $3,499-46.3% | $3,740-49.7% |
| Admin fee / account holder | $182 | $581-68.6% | $6,684-97.3% | $513-64.5% |