Filed May 24, 2022 (most recent of 2 filings on file)
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $480 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,367 | $52,293-53.4% | $178,503-86.3% | $73,412-66.8% |
| Participation rate | 89.5% | 65.3%+24.2pp | 81.9%+7.6pp | 72.2%+17.3pp |
| Annual return | 10.17% | 34.75%-24.6pp | 151.12%-141.0pp | 59.30%-49.1pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,777 | $2,333-23.8% | $5,202-65.8% | $3,806-53.3% |
| Admin fee / account holder | $3 | $127-97.9% | $13,987-100.0% | $158-98.3% |