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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $53 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,857 | $58,895-57.8% | $178,503-86.1% | $73,497-66.2% |
| Participation rate | 39.6% | 66.2%-26.6pp | 81.9%-42.3pp | 70.7%-31.0pp |
| Annual return | -0.99% | 24.86%-25.9pp | 151.12%-152.1pp | 28.51%-29.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $951 | $2,567-63.0% | $5,202-81.7% | $3,740-74.6% |
| Admin fee / account holder | $16 | $400-96.1% | $13,987-99.9% | $513-96.9% |