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 | $628 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
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 | $22,205 | $55,453-60.0% | $170,435-87.0% | $62,293-64.4% |
| Participation rate | 97.6% | 66.4%+31.3pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 14.27% | 21.38%-7.1pp | 205.94%-191.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,635 | $2,164-24.4% | $5,432-69.9% | $2,042-19.9% |
| Participant deferral / active EE | $3,581 | $2,303+55.5% | $4,939-27.5% | $3,169+13.0% |
| Admin fee / account holder | $4 | $455-99.2% | $13,881-100.0% | $479-99.3% |