Filed April 2, 2012 (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: MASS MUTUAL LIFE INS CO. Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $17,157 |
BANCFIRST8+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $7,780 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,194 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,148 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 50 · EIN 44-0160260 | Direct Payment | $2,080 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,693 | $65,125-52.9% | $143,797-78.7% | $66,949-54.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.16% | -11.13%-3.0pp | -0.04%-14.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $200 | $503-60.1% | $14,679-98.6% | $594-66.2% |