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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $1,235 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MASSMUTUAL Service code 15 | Recordkeeping | $91 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $15 |
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 | $30,591 | $46,360-34.0% | $147,617-79.3% | $52,331-41.5% |
| Participation rate | 92.7% | 64.9%+27.8pp | 84.6%+8.1pp | 68.1%+24.6pp |
| Annual return | 0.18% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,619 | $2,126-23.8% | $5,564-70.9% | $1,882-13.9% |
| Participant deferral / active EE | $1,856 | $2,258-17.8% | $4,895-62.1% | $3,022-38.6% |
| Admin fee / account holder | $5 | $766-99.4% | $11,612-100.0% | $592-99.2% |