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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $430 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Service code 49 · EIN 36-3429599 | Other Services | $27 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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.
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 | $20,125 | $52,293-61.5% | $178,503-88.7% | $73,412-72.6% |
| Participation rate | 94.3% | 65.3%+29.0pp | 81.9%+12.4pp | 72.2%+22.1pp |
| Annual return | 4.91% | 34.75%-29.8pp | 151.12%-146.2pp | 59.30%-54.4pp |
| Employer contribution / active EE | $13 | $1,736-99.2% | $5,011-99.7% | $2,234-99.4% |
| Participant deferral / active EE | $2,252 | $2,333-3.5% | $5,202-56.7% | $3,806-40.8% |
| Admin fee / account holder | $5 | $127-96.0% | $13,987-100.0% | $158-96.8% |