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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $34,181 |
RELIANCE TRUST COMPANY5+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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 | $43,443 | $69,159-37.2% | $125,192-65.3% | $67,579-35.7% |
| Participation rate | 83.7% | 78.2%+5.5pp | 79.8%+3.9pp | 71.3%+12.4pp |
| Annual return | 21.21% | 27.12%-5.9pp | 43.79%-22.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,454 | $2,023+21.3% | $3,866-36.5% | $2,148+14.3% |
| Participant deferral / active EE | $4,402 | $3,700+19.0% | $4,937-10.8% | $3,539+24.4% |
| Admin fee / account holder | $59 | $142-58.3% | $9,704-99.4% | $142-58.5% |