Filed June 11, 1999
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 LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $610,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $168,237 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $162,500 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $23,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,756 | $89,497-39.9% | $69,888-23.1% | $78,104-31.2% |
| Participation rate | 51.7% | 79.9%-28.2pp | 70.5%-18.8pp | 74.5%-22.8pp |
| Annual return | -10.73% | -12.39%+1.7pp | 190.87%-201.6pp | 10.90%-21.6pp |
| Employer contribution / active EE | $1,154 | $3,152-63.4% | $2,560-54.9% | $3,128-63.1% |
| Participant deferral / active EE | $1,431 | $4,564-68.6% | $3,849-62.8% | $5,089-71.9% |
| Admin fee / account holder | $189 | $78+142.6% | $6,267-97.0% | $79+138.9% |