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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $949 |
RELIANCE TRUST COMPANY1+ years Service code 19 | Securities Custodian | $220 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST COMPAN Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $35,531 | $37,196-4.5% | $154,108-76.9% | $55,725-36.2% |
| Participation rate | 7.4% | 64.1%-56.7pp | 83.0%-75.6pp | 70.9%-63.4pp |
| Annual return | -4.14% | 1319.68%-1323.8pp | 735.21%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $89 | $1,614-94.5% | $5,298-98.3% | $2,078-95.7% |
| Participant deferral / active EE | $317 | $2,068-84.7% | $5,081-93.8% | $3,356-90.5% |
| Admin fee / account holder | $22 | $102-78.0% | $13,411-99.8% | $115-80.6% |