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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $542 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $220 |
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 | $21,553 | $37,196-42.1% | $154,108-86.0% | $55,725-61.3% |
| Participation rate | 83.9% | 64.1%+19.8pp | 83.0%+0.9pp | 70.9%+13.1pp |
| Annual return | -4.55% | 1319.68%-1324.2pp | 735.21%-739.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,389 | $1,614-13.9% | $5,298-73.8% | $2,078-33.2% |
| Participant deferral / active EE | $1,114 | $2,068-46.1% | $5,081-78.1% | $3,356-66.8% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |