Filed April 21, 2011
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: KESTRA ADVISORY SERVICES Service code 27 | Advisory (Plan) | $27,479 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,697 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,997 |
ASCENSUS LLC6 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $3,313 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,121 | $54,357-4.1% | $82,706-37.0% | $68,495-23.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.04% | -13.67%+3.6pp | 701.76%-711.8pp | -7.84%-2.2pp |
| Employer contribution / active EE | $4,735 | $2,218+113.4% | $3,007+57.4% | $2,596+82.3% |
| Participant deferral / active EE | $6,745 | $3,246+107.8% | $4,394+53.5% | $4,028+67.5% |
| Admin fee / account holder | $166 | $4,396-96.2% | $5,329-96.9% | $5,403-96.9% |