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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,182 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,064 | $36,916+22.1% | $156,551-71.2% | $57,658-21.8% |
| Participation rate | 45.4% | 63.4%-18.1pp | 84.0%-38.7pp | 70.2%-24.9pp |
| Annual return | 4.83% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $583 | $1,571-62.9% | $5,501-89.4% | $1,974-70.5% |
| Participant deferral / active EE | $1,322 | $1,926-31.3% | $4,871-72.9% | $3,061-56.8% |
| Admin fee / account holder | $6 | $82-92.5% | $13,028-100.0% | $95-93.5% |