Filed March 2, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $526 |
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 |
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 | $21,929 | $46,360-52.7% | $147,617-85.1% | $52,331-58.1% |
| Participation rate | 98.0% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+29.9pp |
| Annual return | -0.41% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,769 | $2,126-16.8% | $5,564-68.2% | $1,882-6.0% |
| Participant deferral / active EE | $2,988 | $2,258+32.3% | $4,895-39.0% | $3,022-1.1% |
| Admin fee / account holder | $3 | $766-99.7% | $11,612-100.0% | $592-99.6% |