| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $237,021 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA CORP. Service code 52 | Indirect Investment Fees | $104,601 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,601 | $34,242-19.4% | $76,518-63.9% | $75,289-63.3% |
| Participation rate | 83.5% | 43.9%+39.6pp | 68.0%+15.5pp | 72.4%+11.1pp |
| Annual return | -3.79% | -0.98%-2.8pp | -0.27%-3.5pp | -0.04%-3.8pp |
| Employer contribution / active EE | $600 | $975-38.5% | $2,647-77.4% | $2,405-75.1% |
| Participant deferral / active EE | $2,620 | $1,872+39.9% | $3,836-31.7% | $3,739-29.9% |
| Admin fee / account holder | $25 | $112-77.3% | $4,849-99.5% | $102-75.2% |