Filed December 30, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $956 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Filed as: MASSACHUSETTS LIFE INSURANCE COMPAN Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,368 | $43,338-46.1% | $59,887-61.0% | $64,173-63.6% |
| Participation rate | 94.0% | 69.2%+24.8pp | 74.7%+19.3pp | 69.6%+24.4pp |
| Annual return | 1.44% | -1.55%+3.0pp | 3.46%-2.0pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,839 | $2,030-9.4% | $2,722-32.5% | $2,381-22.8% |
| Participant deferral / active EE | $3,007 | $2,547+18.0% | $3,402-11.6% | $3,470-13.3% |
| Admin fee / account holder | $13 | $3,007-99.6% | $3,591-99.6% | $4,887-99.7% |