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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,985 |
RELIANCE TRUST COMPANY4+ years Service code 15 · EIN 58-1428634 | Recordkeeping | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,426 | $37,196-45.1% | $154,111-86.7% | $55,725-63.3% |
| Participation rate | 62.0% | 64.1%-2.1pp | 83.0%-21.0pp | 70.9%-8.9pp |
| Annual return | -2.13% | 1319.68%-1321.8pp | 735.18%-737.3pp | 244.93%-247.1pp |
| Employer contribution / active EE | $1,248 | $1,614-22.7% | $5,298-76.4% | $2,078-39.9% |
| Participant deferral / active EE | $2,150 | $2,068+4.0% | $5,081-57.7% | $3,356-35.9% |
| Admin fee / account holder | $14 | $102-86.2% | $13,411-99.9% | $115-87.8% |