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| Provider | Service type | Compensation |
|---|---|---|
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 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $17,114 | $46,732-63.4% | $156,551-89.1% | $55,167-69.0% |
| Participation rate | 58.6% | 65.8%-7.1pp | 84.0%-25.4pp | 69.0%-10.3pp |
| Annual return | 5.23% | 17.72%-12.5pp | 32.23%-27.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $863 | $2,105-59.0% | $5,501-84.3% | $1,963-56.0% |
| Participant deferral / active EE | $1,846 | $2,204-16.2% | $4,871-62.1% | $3,054-39.6% |
| Admin fee / account holder | $8 | $418-98.0% | $13,028-99.9% | $504-98.3% |