Filed June 15, 1993
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 RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST COPMPANY Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 55 · EIN 13-2638166 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,309 | $53,127+85.0% | $86,590+13.5% | $70,131+40.2% |
| Participation rate | 84.5% | 65.3%+19.2pp | 73.5%+11.0pp | 69.5%+15.0pp |
| Annual return | 12.58% | 27.66%-15.1pp | 964.84%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $657 | $2,068-68.2% | $2,839-76.9% | $2,342-71.9% |
| Participant deferral / active EE | $6,655 | $2,696+146.9% | $3,609+84.4% | $3,332+99.8% |
| Admin fee / account holder | $16 | $3,585-99.6% | $4,906-99.7% | $4,645-99.7% |