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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $13,045 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $19,738 | $36,916-46.5% | $156,551-87.4% | $57,658-65.8% |
| Participation rate | 74.3% | 63.4%+10.9pp | 84.0%-9.7pp | 70.2%+4.1pp |
| Annual return | 1.26% | 12.38%-11.1pp | 32.23%-31.0pp | 5.13%-3.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,379 | $1,926+23.6% | $4,871-51.2% | $3,061-22.3% |
| Admin fee / account holder | $2 | $82-97.1% | $13,028-100.0% | $95-97.5% |