Filed December 10, 1997
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $208,112 |
Service code 27 · EIN 86-3483132 | Advisory (Plan) | $101,106 |
NATIONAL BENEFIT SERVICES, LLC7+ years Service code 13 · EIN 20-3886993 | Contract Administrator | $67,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,344 | $84,499+140.6% | $125,391+62.2% | $66,949+203.7% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | -15.39% | -8.49%-6.9pp | 572.41%-587.8pp | 1.57%-17.0pp |
| Employer contribution / active EE | $7,900 | $3,554+122.3% | $4,816+64.1% | $2,545+210.4% |
| Participant deferral / active EE | $6,708 | $6,785-1.1% | $7,448-9.9% | $4,239+58.2% |
| Admin fee / account holder | $1,157 | $685+68.9% | $10,009-88.4% | $594+94.9% |