Filed December 22, 2004 (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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $203,052 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $64,514 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $38,700 |
JF SHEA CO INC1 year Filed as: JF SHEA CO, INC. Service code 27 · EIN 94-1530032 | Advisory (Plan) | $12,285 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,447 | $76,774+88.1% | $112,270+28.7% | $77,906+85.4% |
| Participation rate | 92.8% | 80.2%+12.7pp | 75.1%+17.8pp | 73.7%+19.1pp |
| Annual return | -15.11% | -10.25%-4.9pp | 27.49%-42.6pp | 12.16%-27.3pp |
| Employer contribution / active EE | $4,033 | $3,977+1.4% | $3,635+10.9% | $2,846+41.7% |
| Participant deferral / active EE | $9,702 | $3,778+156.8% | $4,729+105.2% | $4,805+101.9% |
| Admin fee / account holder | $121 | $239-49.1% | $6,411-98.1% | $133-8.4% |