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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,001 |
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 |
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 | $44,371 | $75,832-41.5% | $147,617-69.9% | $59,633-25.6% |
| Participation rate | 98.2% | 71.6%+26.7pp | 84.6%+13.6pp | 68.7%+29.6pp |
| Annual return | 0.93% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,260 | $3,485-63.9% | $5,564-77.4% | $2,203-42.8% |
| Participant deferral / active EE | $2,827 | $3,131-9.7% | $4,895-42.2% | $3,192-11.4% |
| Admin fee / account holder | $12 | $5,986-99.8% | $11,612-99.9% | $4,297-99.7% |