Filed April 5, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA SECURITIES INC Service code 55 · EIN 35-1159900 | Other Commissions | $31,086 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $4,898 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,800 | $62,543+32.4% | $83,327-0.6% | $55,727+48.6% |
| Participation rate | 67.8% | 78.4%-10.5pp | 77.8%-9.9pp | 70.9%-3.0pp |
| Annual return | -4.57% | 14.85%-19.4pp | 10.64%-15.2pp | 244.94%-249.5pp |
| Employer contribution / active EE | $594 | $2,427-75.5% | $3,379-82.4% | $2,078-71.4% |
| Participant deferral / active EE | $3,493 | $5,682-38.5% | $5,565-37.2% | $3,356+4.1% |
| Admin fee / account holder | $22 | $103-78.4% | $7,540-99.7% | $115-80.7% |