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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATE,LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,015 | $55,453-74.7% | $170,435-91.8% | $62,293-77.5% |
| Participation rate | 64.0% | 66.4%-2.4pp | 83.6%-19.6pp | 69.5%-5.5pp |
| Annual return | 11.19% | 21.38%-10.2pp | 205.94%-194.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $795 | $2,164-63.2% | $5,432-85.4% | $2,042-61.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.1% |