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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $685 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428635 | Securities Custodian | $132 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,629 | $45,152-83.1% | $73,836-89.7% | $59,633-87.2% |
| Participation rate | 76.3% | 64.0%+12.3pp | 73.4%+2.9pp | 68.7%+7.6pp |
| Annual return | -4.28% | 27.40%-31.7pp | 2268.06%-2272.3pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $858 | $1,901-54.9% | $2,787-69.2% | $2,203-61.0% |
| Participant deferral / active EE | $1,018 | $2,573-60.4% | $3,583-71.6% | $3,192-68.1% |
| Admin fee / account holder | $22 | $3,515-99.4% | $4,882-99.5% | $4,297-99.5% |