Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $80 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,542 | $36,916-57.9% | $156,551-90.1% | $57,658-73.0% |
| Participation rate | 63.8% | 63.4%+0.4pp | 84.0%-20.2pp | 70.2%-6.4pp |
| Annual return | 7.31% | 12.38%-5.1pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,139 | $1,571-27.5% | $5,501-79.3% | $1,974-42.3% |
| Participant deferral / active EE | $1,819 | $1,926-5.6% | $4,871-62.7% | $3,061-40.6% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |