Filed December 10, 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 LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $534,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $174,690 |
MMA SECURITIES LLC3+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 24 · EIN 36-1436000 | Discretionary Trustee | $146,699 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $105,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,676 | $27,839+125.1% | $61,629+1.7% | $78,104-19.8% |
| Participation rate | 35.9% | 29.8%+6.0pp | 52.6%-16.7pp | 74.5%-38.6pp |
| Annual return | -14.84% | -13.45%-1.4pp | 339.09%-353.9pp | 10.90%-25.7pp |
| Employer contribution / active EE | $773 | $367+110.8% | $1,160-33.4% | $3,128-75.3% |
| Participant deferral / active EE | $1,858 | $968+92.0% | $2,124-12.5% | $5,089-63.5% |
| Admin fee / account holder | $221 | $113+94.9% | $2,132-89.6% | $79+179.6% |