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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,516 |
RELIANCE TRUST COMPANY2+ years Filed as: RELIANCE TRUST COMPLANY 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,408 | $57,103-69.5% | $87,502-80.1% | $57,658-69.8% |
| Participation rate | 17.1% | 64.3%-47.3pp | 73.8%-56.8pp | 70.2%-53.2pp |
| Annual return | 7.05% | 12.71%-5.7pp | 12.21%-5.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $244 | $1,107-78.0% | $2,550-90.4% | $1,974-87.6% |
| Participant deferral / active EE | $391 | $2,250-82.6% | $3,149-87.6% | $3,061-87.2% |
| Admin fee / account holder | $21 | $281-92.5% | $4,221-99.5% | $95-77.7% |