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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,660 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
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.
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 | $48,083 | $46,173+4.1% | $170,435-71.8% | $69,631-30.9% |
| Participation rate | 39.8% | 63.9%-24.1pp | 83.6%-43.8pp | 70.7%-30.9pp |
| Annual return | 11.57% | 21.62%-10.1pp | 205.94%-194.4pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $506 | $1,610-68.6% | $5,432-90.7% | $2,032-75.1% |
| Participant deferral / active EE | $1,018 | $2,080-51.1% | $4,939-79.4% | $3,224-68.4% |
| Admin fee / account holder | $8 | $116-93.1% | $13,881-99.9% | $110-92.8% |