Filed December 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $33,988 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST COMPANY INC. Service code 19 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $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 | $32,941 | $46,360-28.9% | $147,617-77.7% | $52,331-37.1% |
| Participation rate | 97.2% | 64.9%+32.3pp | 84.6%+12.6pp | 68.1%+29.1pp |
| Annual return | 0.64% | 1.62%-1.0pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,713 | $2,126-19.5% | $5,564-69.2% | $1,882-9.0% |
| Participant deferral / active EE | $4,129 | $2,258+82.9% | $4,895-15.7% | $3,022+36.6% |
| Admin fee / account holder | $9 | $766-98.8% | $11,612-99.9% | $592-98.5% |