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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $885 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $22 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
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 | $20,103 | $46,173-56.5% | $170,435-88.2% | $69,631-71.1% |
| Participation rate | 85.6% | 63.9%+21.7pp | 83.6%+2.0pp | 70.7%+14.9pp |
| Annual return | 13.23% | 21.62%-8.4pp | 205.94%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,954 | $2,080-6.1% | $4,939-60.4% | $3,224-39.4% |
| Admin fee / account holder | $3 | $116-97.8% | $13,881-100.0% | $110-97.7% |