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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL INSURANCE CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $98,215 |
QBI, LLC7 years Service code 14 · EIN 26-2768667 | Plan Administrator | $21,119 |
TBS AGENCY INC8+ years Service code 53 · EIN 52-1473914 | Insurance Commissions | $15,886 |
MMA SECURITIES LLC1 year Service code 53 · EIN 22-3570392 | Insurance Commissions | $10,389 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,842 | $45,000-29.2% | $143,799-77.9% | $77,906-59.1% |
| Participation rate | 99.3% | 66.8%+32.4pp | 80.3%+18.9pp | 73.7%+25.6pp |
| Annual return | -12.01% | 29.03%-41.0pp | -0.04%-12.0pp | 12.16%-24.2pp |
| Employer contribution / active EE | $1,597 | $1,870-14.6% | $4,952-67.7% | $2,846-43.9% |
| Participant deferral / active EE | $3,412 | $3,157+8.1% | $5,638-39.5% | $4,805-29.0% |
| Admin fee / account holder | $106 | $98+7.3% | $14,677-99.3% | $133-20.4% |