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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $325 |
RELIANCE TRUST COMPANY2+ years 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.
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 | $59,775 | $46,732+27.9% | $156,552-61.8% | $55,167+8.4% |
| Participation rate | 28.7% | 65.8%-37.1pp | 84.0%-55.3pp | 69.0%-40.3pp |
| Annual return | 4.99% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $593 | $2,105-71.8% | $5,501-89.2% | $1,963-69.8% |
| Participant deferral / active EE | $861 | $2,204-60.9% | $4,871-82.3% | $3,054-71.8% |
| Admin fee / account holder | $7 | $418-98.4% | $13,028-100.0% | $504-98.7% |