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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,615 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Service code 49 | Other Services | $20 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 49 · EIN 36-3429599 | Other Services | $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 | $20,564 | $37,196-44.7% | $154,108-86.7% | $55,725-63.1% |
| Participation rate | 97.6% | 64.1%+33.5pp | 83.0%+14.6pp | 70.9%+26.8pp |
| Annual return | 8.32% | 1319.68%-1311.4pp | 735.21%-726.9pp | 244.93%-236.6pp |
| Employer contribution / active EE | $427 | $1,614-73.6% | $5,298-91.9% | $2,078-79.5% |
| Participant deferral / active EE | $2,509 | $2,068+21.3% | $5,081-50.6% | $3,356-25.2% |
| Admin fee / account holder | $4 | $102-95.7% | $13,411-100.0% | $115-96.2% |