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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,341 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $36,122 | $46,360-22.1% | $147,617-75.5% | $52,331-31.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.88% | 1.62%+0.3pp | 61.98%-60.1pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,395 | $2,126-34.4% | $5,564-74.9% | $1,882-25.8% |
| Participant deferral / active EE | $3,139 | $2,258+39.1% | $4,895-35.9% | $3,022+3.9% |
| Admin fee / account holder | $6 | $766-99.2% | $11,612-99.9% | $592-99.0% |