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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $19,870 | $62,928-68.4% | $172,752-88.5% | $67,579-70.6% |
| Participation rate | 83.2% | 64.5%+18.7pp | 82.6%+0.5pp | 71.3%+11.9pp |
| Annual return | 19.85% | 30.36%-10.5pp | 802.97%-783.1pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,004 | $1,636-38.7% | $5,144-80.5% | $2,148-53.3% |
| Participant deferral / active EE | $1,447 | $2,145-32.5% | $5,198-72.2% | $3,539-59.1% |
| Admin fee / account holder | $26 | $167-84.5% | $13,955-99.8% | $142-81.9% |