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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $3,535 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,264 | $52,467-84.2% | $57,196-85.6% | $55,167-85.0% |
| Participation rate | 52.9% | 75.8%-23.0pp | 75.3%-22.5pp | 69.0%-16.1pp |
| Annual return | 7.92% | 7.72%+0.2pp | 14.59%-6.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,256 | $2,830-55.6% | $3,096-59.4% | $3,054-58.9% |
| Admin fee / account holder | $19 | $269-92.8% | $3,141-99.4% | $504-96.1% |