Filed August 8, 2006
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 INSURANCE CO Service code 33 · EIN 04-1590850 | Recordkeeping fees; Sub-transfer agen... | $50,597 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $21,100 |
WHITLEY PENN LLP2 years Service code 10 · EIN 75-2393478 | Accounting | $20,322 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $90,745 | $81,537+11.3% | $149,721-39.4% | $69,631+30.3% |
| Participation rate | 77.2% | 86.1%-8.9pp | 87.1%-9.9pp | 70.7%+6.5pp |
| Annual return | 12.85% | 22.79%-9.9pp | 1501.67%-1488.8pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $2,307 | $3,239-28.8% | $5,444-57.6% | $2,032+13.5% |
| Participant deferral / active EE | $4,382 | $4,994-12.3% | $6,568-33.3% | $3,224+35.9% |
| Admin fee / account holder | $176 | $107+65.0% | $11,282-98.4% | $110+59.6% |