Filed August 20, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 · EIN 13-5674085 | Insurance Broker | $35,074 |
Service code 17 · EIN 33-0962367 | Pension Consulting | $15,248 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $11,545 |
Service code 27 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,613 | $63,924+90.2% | $108,582+12.0% | $55,167+120.4% |
| Participation rate | 91.0% | 74.3%+16.6pp | 79.6%+11.4pp | 69.0%+22.0pp |
| Annual return | 8.91% | 15.31%-6.4pp | -51.70%+60.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $2,167 | $1,879+15.3% | $3,758-42.3% | $1,963+10.4% |
| Participant deferral / active EE | $6,979 | $3,067+127.6% | $4,311+61.9% | $3,054+128.5% |
| Admin fee / account holder | $88 | $618-85.7% | $7,645-98.8% | $504-82.5% |