Filed January 23, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $19,576 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,457 | $46,360-25.7% | $147,617-76.7% | $52,331-34.2% |
| Participation rate | 53.7% | 64.9%-11.2pp | 84.6%-30.9pp | 68.1%-14.4pp |
| Annual return | 0.13% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $313 | $2,126-85.3% | $5,564-94.4% | $1,882-83.4% |
| Participant deferral / active EE | $2,819 | $2,258+24.9% | $4,895-42.4% | $3,022-6.7% |
| Admin fee / account holder | $3 | $766-99.6% | $11,612-100.0% | $592-99.5% |