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 INC6+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $46,367 |
QBI, LLC5 years Service code 14 · EIN 26-2768667 | Plan Administrator | $20,637 |
Filed as: MASSACHUSETTS MUTUAL INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,024 |
AMERICAN CENTURY1 year Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FNDS 2045 TARGET DT RET FD Service code 63 | 12b-1 Fees | $0 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUESTTS MUTUAL LIFE INSURANCE Service code 63 | 12b-1 Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment 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 | $43,008 | $52,293-17.8% | $178,499-75.9% | $73,412-41.4% |
| Participation rate | 99.2% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+27.0pp |
| Annual return | 14.91% | 34.75%-19.8pp | 151.10%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,814 | $1,735+4.5% | $5,011-63.8% | $2,234-18.8% |
| Participant deferral / active EE | $3,693 | $2,332+58.4% | $5,202-29.0% | $3,806-2.9% |
| Admin fee / account holder | $32 | $127-75.1% | $13,986-99.8% | $158-79.9% |