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 INC2+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $24,249 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,840 |
STRATEGIC PENSION SERVICES, LLC2+ years Filed as: STRATEGIC PENSION SERVICES Service code 14 · EIN 87-0723968 | Plan Administrator | $6,870 |
QBI, LLC1 year Service code 14 · EIN 26-2768667 | Plan Administrator | $6,070 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
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 | $22,990 | $36,916-37.7% | $156,551-85.3% | $57,658-60.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 9.46% | 12.38%-2.9pp | 32.23%-22.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $1,281 | $1,571-18.5% | $5,501-76.7% | $1,974-35.1% |
| Participant deferral / active EE | $2,615 | $1,926+35.8% | $4,871-46.3% | $3,061-14.6% |
| Admin fee / account holder | $30 | $82-63.6% | $13,028-99.8% | $95-68.2% |