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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,934 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $64,219 | $52,953+21.3% | $172,739-62.8% | $65,185-1.5% |
| Participation rate | 0.0% | 66.2%-66.2pp | 82.6%-82.6pp | 70.2%-70.2pp |
| Annual return | 4.35% | 30.12%-25.8pp | 802.84%-798.5pp | 29.38%-25.0pp |
| Employer contribution / active EE | $472 | $2,190-78.4% | $5,143-90.8% | $2,177-78.3% |
| Participant deferral / active EE | $789 | $2,471-68.1% | $5,198-84.8% | $3,514-77.5% |
| Admin fee / account holder | $64 | $472-86.4% | $13,954-99.5% | $847-92.4% |