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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $851 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,278 | $55,453-11.1% | $170,435-71.1% | $62,293-20.9% |
| Participation rate | 48.0% | 66.4%-18.4pp | 83.6%-35.6pp | 69.5%-21.5pp |
| Annual return | 13.10% | 21.38%-8.3pp | 205.94%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,009 | $2,164-53.4% | $5,432-81.4% | $2,042-50.6% |
| Participant deferral / active EE | $1,352 | $2,303-41.3% | $4,939-72.6% | $3,169-57.3% |
| Admin fee / account holder | $12 | $455-97.5% | $13,881-99.9% | $479-97.6% |