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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $100 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,707 | $58,895+3.1% | $178,503-66.0% | $73,497-17.4% |
| Participation rate | 52.8% | 66.2%-13.4pp | 81.9%-29.1pp | 70.7%-17.9pp |
| Annual return | 15.35% | 24.86%-9.5pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,293 | $2,236-42.2% | $5,011-74.2% | $2,270-43.0% |
| Participant deferral / active EE | $1,914 | $2,567-25.4% | $5,202-63.2% | $3,740-48.8% |
| Admin fee / account holder | $6 | $400-98.5% | $13,987-100.0% | $513-98.8% |