Filed December 30, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $688 |
ERLIANCE TRUST COMPANY1 year Service code 19 | Securities Custodian | $132 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $22,985 | $52,467-56.2% | $57,196-59.8% | $55,167-58.3% |
| Participation rate | 29.8% | 75.8%-46.1pp | 75.3%-45.6pp | 69.0%-39.2pp |
| Annual return | 3.33% | 7.72%-4.4pp | 14.59%-11.3pp | 169.23%-165.9pp |
| Employer contribution / active EE | $703 | $2,477-71.6% | $2,683-73.8% | $1,963-64.2% |
| Participant deferral / active EE | $1,054 | $2,830-62.8% | $3,096-66.0% | $3,054-65.5% |
| Admin fee / account holder | $12 | $269-95.4% | $3,141-99.6% | $504-97.6% |