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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,190 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $15 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATE,LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,607 | $46,732-40.9% | $156,551-82.4% | $55,167-50.0% |
| Participation rate | 24.6% | 65.8%-41.2pp | 84.0%-59.4pp | 69.0%-44.4pp |
| Annual return | -1.86% | 17.72%-19.6pp | 32.23%-34.1pp | 169.23%-171.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $757 | $2,204-65.6% | $4,871-84.5% | $3,054-75.2% |
| Admin fee / account holder | $27 | $418-93.6% | $13,028-99.8% | $504-94.7% |