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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 55 · EIN 13-2638166 | Other Commissions | $89,185 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,519 | $123,286-77.7% | $75,501-63.6% | $77,958-64.7% |
| Participation rate | 96.3% | 78.8%+17.5pp | 72.4%+23.9pp | 71.6%+24.6pp |
| Annual return | 15.58% | 20.45%-4.9pp | 27.35%-11.8pp | 20.87%-5.3pp |
| Employer contribution / active EE | $857 | $2,035-57.9% | $2,352-63.6% | $2,310-62.9% |
| Participant deferral / active EE | $2,381 | $3,095-23.1% | $3,142-24.2% | $3,537-32.7% |
| Admin fee / account holder | $0 | $144-100.0% | $5,801-100.0% | $97-100.0% |