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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $126 |
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 | $27,004 | $52,293-48.4% | $178,498-84.9% | $73,412-63.2% |
| Participation rate | 73.7% | 65.3%+8.4pp | 81.9%-8.2pp | 72.2%+1.6pp |
| Annual return | 12.58% | 34.75%-22.2pp | 151.09%-138.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $1,514 | $1,735-12.8% | $5,011-69.8% | $2,234-32.2% |
| Participant deferral / active EE | $2,704 | $2,332+15.9% | $5,202-48.0% | $3,806-29.0% |
| Admin fee / account holder | $10 | $127-91.9% | $13,985-99.9% | $158-93.5% |