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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL Service code 15 | Recordkeeping | $139 |
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 INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $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 | $30,632 | $46,732-34.5% | $156,551-80.4% | $55,167-44.5% |
| Participation rate | 86.2% | 65.8%+20.4pp | 84.0%+2.1pp | 69.0%+17.2pp |
| Annual return | 11.18% | 17.72%-6.5pp | 32.23%-21.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $1,302 | $2,105-38.2% | $5,501-76.3% | $1,963-33.7% |
| Participant deferral / active EE | $1,423 | $2,204-35.5% | $4,871-70.8% | $3,054-53.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |