Filed December 16, 2010 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $6,211 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $23,647 | $36,916-35.9% | $156,551-84.9% | $57,658-59.0% |
| Participation rate | 93.4% | 63.4%+30.0pp | 84.0%+9.4pp | 70.2%+23.2pp |
| Annual return | 10.95% | 12.38%-1.4pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $787 | $1,571-49.9% | $5,501-85.7% | $1,974-60.1% |
| Participant deferral / active EE | $2,812 | $1,926+46.0% | $4,871-42.3% | $3,061-8.1% |
| Admin fee / account holder | $6 | $82-92.9% | $13,028-100.0% | $95-93.8% |