Filed December 10, 2010
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: MASSS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 | Other Services | $168,175 |
MARIETTA WEALTH MANAGEMENT4 years Filed as: MARIETTA WEALTH MANAGEMENT, LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $41,065 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $38,249 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $14,255 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $14,034 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 49 | Other Services | $48 |
Filed as: CHARLES SCHWAB Service code 59 · EIN 94-1737782 | Shareholder Servicing | $6 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,455 | $88,122-13.2% | $141,177-45.8% | $67,579+13.1% |
| Participation rate | 94.2% | 76.5%+17.8pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 25.46% | 75.40%-49.9pp | 71.40%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $2,588 | $3,224-19.7% | $4,736-45.4% | $2,148+20.5% |
| Participant deferral / active EE | $5,566 | $5,958-6.6% | $6,710-17.0% | $3,539+57.3% |
| Admin fee / account holder | $210 | $131+60.2% | $10,263-98.0% | $142+47.4% |