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 | $398 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,881 | $46,732-44.6% | $156,551-83.5% | $55,167-53.1% |
| Participation rate | 65.8% | 65.8%0pp | 84.0%-18.2pp | 69.0%-3.2pp |
| Annual return | 9.93% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,337 | $2,105-36.5% | $5,501-75.7% | $1,963-31.9% |
| Participant deferral / active EE | $2,297 | $2,204+4.2% | $4,871-52.9% | $3,054-24.8% |
| Admin fee / account holder | $2 | $418-99.6% | $13,028-100.0% | $504-99.6% |