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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,925 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $16 |
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 | $20,942 | $57,103-63.3% | $87,502-76.1% | $57,658-63.7% |
| Participation rate | 80.5% | 64.3%+16.2pp | 73.8%+6.7pp | 70.2%+10.3pp |
| Annual return | 7.03% | 12.71%-5.7pp | 12.21%-5.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $767 | $1,107-30.8% | $2,550-69.9% | $1,974-61.2% |
| Participant deferral / active EE | $1,245 | $2,250-44.7% | $3,149-60.5% | $3,061-59.3% |
| Admin fee / account holder | $3 | $281-98.9% | $4,221-99.9% | $95-96.8% |