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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $238 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLS Service code 15 | Recordkeeping | $0 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,655 | $91,190-64.2% | $178,490-81.7% | $79,858-59.1% |
| Participation rate | 78.2% | 69.2%+9.0pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 8.10% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,149 | $3,256-64.7% | $5,011-77.1% | $2,471-53.5% |
| Participant deferral / active EE | $1,921 | $3,236-40.7% | $5,202-63.1% | $3,740-48.6% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |