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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $873 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,600 | $61,166-50.0% | $185,849-83.5% | $79,391-61.5% |
| Participation rate | 38.9% | 66.6%-27.7pp | 81.7%-42.8pp | 70.7%-31.8pp |
| Annual return | 26.42% | 19.45%+7.0pp | 122.10%-95.7pp | 116.88%-90.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $947 | $2,789-66.0% | $5,569-83.0% | $4,046-76.6% |
| Admin fee / account holder | $15 | $710-97.9% | $16,244-99.9% | $627-97.6% |