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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,185 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,520 | $46,360-55.7% | $147,618-86.1% | $52,331-60.8% |
| Participation rate | 60.9% | 64.9%-4.0pp | 84.6%-23.7pp | 68.1%-7.2pp |
| Annual return | 1.74% | 1.62%+0.1pp | 61.98%-60.2pp | 4.54%-2.8pp |
| Employer contribution / active EE | $877 | $2,126-58.8% | $5,565-84.2% | $1,882-53.4% |
| Participant deferral / active EE | $2,292 | $2,258+1.5% | $4,895-53.2% | $3,022-24.2% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.8% |