Filed May 24, 2022 (most recent of 2 filings on file)
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,148 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO Service code 19 · EIN 58-1428634 | Securities Custodian | $264 |
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 | $22,123 | $37,117-40.4% | $147,617-85.0% | $55,191-59.9% |
| Participation rate | 89.9% | 63.6%+26.2pp | 84.6%+5.2pp | 69.2%+20.7pp |
| Annual return | 0.04% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,541 | $1,985+28.0% | $4,895-48.1% | $3,046-16.6% |
| Admin fee / account holder | $6 | $86-92.5% | $11,612-99.9% | $91-93.0% |