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 INC3+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $28,208 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,488 |
QBI, LLC2 years Service code 14 · EIN 26-2768667 | Plan Administrator | $12,774 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $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 | $27,424 | $46,173-40.6% | $170,435-83.9% | $69,631-60.6% |
| Participation rate | 97.5% | 63.9%+33.6pp | 83.6%+13.9pp | 70.7%+26.8pp |
| Annual return | 14.94% | 21.62%-6.7pp | 205.94%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,487 | $1,610-7.6% | $5,432-72.6% | $2,032-26.8% |
| Participant deferral / active EE | $3,033 | $2,080+45.8% | $4,939-38.6% | $3,224-5.9% |
| Admin fee / account holder | $35 | $116-70.0% | $13,881-99.7% | $110-68.5% |