Filed September 13, 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.
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| Provider | Service type | Compensation |
|---|---|---|
TBS AGENCY INC1+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $20,826 |
STRATEGIC PENSION SERVICES, LLC1+ years Filed as: STRATEGIC PENSION SERVICES Service code 13 · EIN 87-0723968 | Contract Administrator | $14,705 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,984 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $82 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
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 | $26,789 | $37,117-27.8% | $147,617-81.9% | $55,191-51.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.45% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,332 | $1,620-17.8% | $5,564-76.1% | $1,899-29.8% |
| Participant deferral / active EE | $2,700 | $1,985+36.0% | $4,895-44.8% | $3,046-11.4% |
| Admin fee / account holder | $56 | $86-34.3% | $11,612-99.5% | $91-38.0% |