Filed April 5, 1999
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 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $49,521 |
Filed as: G.W. HENSSLER AND ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $45,757 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $10,440 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,744 | $114,195-53.8% | $106,555-50.5% | $93,010-43.3% |
| Participation rate | 61.5% | 86.4%-24.9pp | 76.1%-14.7pp | 73.9%-12.4pp |
| Annual return | 11.01% | 22.18%-11.2pp | 26.80%-15.8pp | 158.70%-147.7pp |
| Employer contribution / active EE | $1,698 | $4,009-57.6% | $2,819-39.8% | $2,705-37.2% |
| Participant deferral / active EE | $2,709 | $5,908-54.2% | $4,399-38.4% | $4,561-40.6% |
| Admin fee / account holder | $125 | $105+19.8% | $7,408-98.3% | $152-17.3% |