Filed December 30, 2015
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $100 |
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.
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 | $26,107 | $49,239-47.0% | $70,462-62.9% | $79,858-67.3% |
| Participation rate | 63.8% | 69.2%-5.3pp | 75.1%-11.2pp | 69.6%-5.8pp |
| Annual return | 11.14% | 30.08%-18.9pp | 109.08%-97.9pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $696 | $2,769-74.9% | $3,710-81.2% | $3,740-81.4% |
| Admin fee / account holder | $13 | $2,876-99.5% | $3,845-99.7% | $5,306-99.8% |