Filed June 25, 1996
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 53 | Insurance Commissions | $23,912 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 50 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Direct Payment | $20,539 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Insurance Commissions | $3,876 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $1,024 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,323 | $72,620+10.6% | $90,760-11.5% | $66,938+20.0% |
| Participation rate | 98.6% | 73.7%+24.9pp | 75.7%+22.9pp | 69.8%+28.8pp |
| Annual return | -20.06% | -12.28%-7.8pp | -12.16%-7.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,502 | $2,369+5.6% | $2,922-14.4% | $2,545-1.7% |
| Participant deferral / active EE | $4,784 | $3,979+20.2% | $4,565+4.8% | $4,238+12.9% |
| Admin fee / account holder | $59 | $707-91.7% | $8,444-99.3% | $594-90.1% |