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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $240 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY 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 | $24,109 | $62,928-61.7% | $172,753-86.0% | $67,582-64.3% |
| Participation rate | 87.4% | 64.5%+22.9pp | 82.6%+4.8pp | 71.3%+16.1pp |
| Annual return | 20.35% | 30.36%-10.0pp | 803.00%-782.7pp | 378.57%-358.2pp |
| Employer contribution / active EE | $1,233 | $1,636-24.6% | $5,144-76.0% | $2,148-42.6% |
| Participant deferral / active EE | $1,239 | $2,145-42.3% | $5,198-76.2% | $3,539-65.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |