Filed December 2, 2011 (most recent of 2 filings on file)
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 Service code 55 | Other Commissions | $94,642 |
ACUFF & ASSOCIATES, INC.2+ years Filed as: ACUFF & ASSOCIATES Service code 13 · EIN 62-1477251 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $18,155 |
Filed as: EMPOWER RET ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,981 |
Filed as: CBIZ OPERATIONS INC MHM Service code 10 1065 AVE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $4,600 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,700 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 P.O. BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $0 |
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 | $72,813 | $57,921+25.7% | $84,753-14.1% | $57,658+26.3% |
| Participation rate | 94.8% | 72.9%+21.8pp | 76.6%+18.2pp | 70.2%+24.5pp |
| Annual return | 11.55% | 10.24%+1.3pp | 22.78%-11.2pp | 5.13%+6.4pp |
| Employer contribution / active EE | $4,740 | $2,598+82.4% | $3,574+32.6% | $1,974+140.1% |
| Participant deferral / active EE | $5,285 | $2,742+92.7% | $3,712+42.4% | $3,061+72.7% |
| Admin fee / account holder | $10 | $130-92.2% | $5,333-99.8% | $95-89.3% |