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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,525 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,109 | $46,732-78.4% | $156,551-93.5% | $55,167-81.7% |
| Participation rate | 46.3% | 65.8%-19.5pp | 84.0%-37.7pp | 69.0%-22.7pp |
| Annual return | 126.19% | 17.72%+108.5pp | 32.23%+94.0pp | 169.23%-43.0pp |
| Employer contribution / active EE | $186 | $2,105-91.2% | $5,501-96.6% | $1,963-90.5% |
| Participant deferral / active EE | $1,319 | $2,204-40.2% | $4,871-72.9% | $3,054-56.8% |
| Admin fee / account holder | $19 | $418-95.5% | $13,028-99.9% | $504-96.3% |