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 | $44,976 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $5,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,105 | $78,781+41.0% | $100,540+10.5% | $73,415+51.3% |
| Participation rate | 64.3% | 80.0%-15.8pp | 79.4%-15.2pp | 72.2%-7.9pp |
| Annual return | 12.39% | 31.69%-19.3pp | 30.90%-18.5pp | 59.30%-46.9pp |
| Employer contribution / active EE | $571 | $2,420-76.4% | $3,419-83.3% | $2,234-74.4% |
| Participant deferral / active EE | $3,405 | $6,537-47.9% | $6,272-45.7% | $3,806-10.5% |
| Admin fee / account holder | $22 | $145-84.8% | $8,082-99.7% | $158-86.0% |