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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $14 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,513 | $46,360-68.7% | $147,617-90.2% | $52,331-72.3% |
| Participation rate | 89.4% | 64.9%+24.4pp | 84.6%+4.8pp | 68.1%+21.3pp |
| Annual return | -2.43% | 1.62%-4.0pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $1,149 | $2,126-46.0% | $5,564-79.4% | $1,882-39.0% |
| Participant deferral / active EE | $1,887 | $2,258-16.4% | $4,895-61.4% | $3,022-37.6% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |