Filed December 3, 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: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $92,523 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $24,226 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,219 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,120 | $46,100-65.0% | $86,582-81.4% | $69,631-76.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 10.28% | 21.02%-10.7pp | 965.08%-954.8pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $201 | $94+114.0% | $4,904-95.9% | $110+81.8% |