Filed March 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $66,522 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,536 | $79,519-42.7% | $95,952-52.5% | $73,409-38.0% |
| Participation rate | 73.6% | 81.2%-7.6pp | 77.1%-3.5pp | 72.2%+1.4pp |
| Annual return | 18.14% | 19.20%-1.1pp | 91.61%-73.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $1,656 | $2,048-19.1% | $2,541-34.8% | $2,234-25.9% |
| Participant deferral / active EE | $4,457 | $4,138+7.7% | $4,167+7.0% | $3,805+17.1% |
| Admin fee / account holder | $78 | $184-57.9% | $6,795-98.9% | $158-50.9% |