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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $28,266 | $46,173-38.8% | $170,435-83.4% | $69,631-59.4% |
| Participation rate | 77.6% | 63.9%+13.7pp | 83.6%-6.0pp | 70.7%+6.9pp |
| Annual return | 16.16% | 21.62%-5.5pp | 205.94%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,102 | $1,610-31.6% | $5,432-79.7% | $2,032-45.8% |
| Participant deferral / active EE | $1,141 | $2,080-45.2% | $4,939-76.9% | $3,224-64.6% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |