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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $925 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 · EIN 36-3429599 | 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 | $82,470 | $56,640+45.6% | $78,002+5.7% | $55,167+49.5% |
| Participation rate | 82.4% | 73.3%+9.1pp | 75.5%+6.9pp | 69.0%+13.4pp |
| Annual return | 9.89% | 2868.48%-2858.6pp | 425.99%-416.1pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,780 | $1,724+61.3% | $2,470+12.5% | $1,963+41.6% |
| Participant deferral / active EE | $2,571 | $2,778-7.4% | $3,497-26.5% | $3,054-15.8% |
| Admin fee / account holder | $5 | $467-99.0% | $5,481-99.9% | $504-99.1% |