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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $4,350 |
RELIANCE TRUST COMPANY3 years Service code 25 · EIN 58-1428634 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,357 | $79,519-84.5% | $95,956-87.1% | $73,412-83.2% |
| Participation rate | 92.2% | 81.2%+11.0pp | 77.1%+15.1pp | 72.2%+20.0pp |
| Annual return | 16.20% | 19.20%-3.0pp | 91.63%-75.4pp | 59.30%-43.1pp |
| Employer contribution / active EE | $749 | $2,048-63.4% | $2,541-70.5% | $2,234-66.5% |
| Participant deferral / active EE | $1,833 | $4,138-55.7% | $4,167-56.0% | $3,806-51.8% |
| Admin fee / account holder | $27 | $184-85.2% | $6,797-99.6% | $158-82.7% |