Filed April 19, 2008 (most recent of 2 filings on file)
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: MML INSURANCE AGENCY, LLC Service code 55 PO BOX 8089 · BOSTON, MA 02266 | Other Commissions | $76,455 |
NOVA 401(K) ASSOCIATES3+ years Service code 49 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Other Services | $19,008 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,384 |
Filed as: ADMINISTRATIVE FIDCUIARY SERVICE Service code 99 · EIN 11-1000111 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,940 | $50,919+23.6% | $155,556-59.5% | $77,762-19.1% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.6pp | 70.6%+25.3pp |
| Annual return | 15.90% | 34.84%-18.9pp | 64.84%-48.9pp | 31.27%-15.4pp |
| Employer contribution / active EE | $6,961 | $1,991+249.5% | $4,675+48.9% | $2,728+155.2% |
| Participant deferral / active EE | $5,966 | $2,824+111.2% | $5,631+6.0% | $4,651+28.3% |
| Admin fee / account holder | $332 | $437-24.0% | $15,885-97.9% | $433-23.3% |