Filed February 15, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $388 |
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 | $15 |
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 | $24,623 | $46,732-47.3% | $156,551-84.3% | $55,167-55.4% |
| Participation rate | 98.0% | 65.8%+32.2pp | 84.0%+14.0pp | 69.0%+29.0pp |
| Annual return | -0.75% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,656 | $2,105-21.3% | $5,501-69.9% | $1,963-15.6% |
| Participant deferral / active EE | $3,682 | $2,204+67.1% | $4,871-24.4% | $3,054+20.6% |
| Admin fee / account holder | $3 | $418-99.3% | $13,028-100.0% | $504-99.4% |